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 | $4,488 | $99,020-95.5% | $86,590-94.8% | $147,584-97.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.75% | 1312.34%-1303.6pp | 964.84%-956.1pp | 578.55%-569.8pp |
| Employer contribution / active EE | $1,433 | $3,132-54.2% | $2,839-49.5% | $4,876-70.6% |
| Participant deferral / active EE | $1,266 | $3,972-68.1% | $3,609-64.9% | $5,439-76.7% |
| Admin fee / account holder | $741 | $5,710-87.0% | $4,906-84.9% | $10,885-93.2% |