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 | $4,694 | $177,572-97.4% | $154,803-97.0% | $142,382-96.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.12% | 65.07%-62.0pp | 58.88%-55.8pp | 217.08%-214.0pp |
| Employer contribution / active EE | $20,132 | $4,810+318.5% | $4,305+367.6% | $4,299+368.3% |
| Participant deferral / active EE | $10,672 | $6,272+70.2% | $5,540+92.6% | $6,507+64.0% |
| Admin fee / account holder | $29,079 | $16,786+73.2% | $14,329+102.9% | $12,624+130.4% |