See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,306 | $101,317-82.9% | $146,958-88.2% | $74,495-76.8% |
| Participation rate | 70.1% | 75.5%-5.4pp | 82.2%-12.1pp | 67.2%+2.9pp |
| Annual return | 10.88% | 8730.91%-8720.0pp | 418.34%-407.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,247 | $3,810-67.3% | $4,933-74.7% | $2,623-52.5% |
| Participant deferral / active EE | $3,138 | $7,303-57.0% | $8,070-61.1% | $4,346-27.8% |
| Admin fee / account holder | $4,421 | $1,739+154.3% | $12,998-66.0% | $1,942+127.7% |