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 3-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 | $5,322 | $100,773-94.7% | $88,946-94.0% | $142,382-96.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 7.01% | 70.18%-63.2pp | 57.82%-50.8pp | 217.08%-210.1pp |
| Employer contribution / active EE | $1,055 | $2,918-63.8% | $2,555-58.7% | $4,299-75.5% |
| Participant deferral / active EE | $2,029 | $5,230-61.2% | $4,581-55.7% | $6,507-68.8% |
| Admin fee / account holder | $439 | $9,693-95.5% | $8,261-94.7% | $12,624-96.5% |