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 7-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 | $14,119 | $89,753-84.3% | $107,525-86.9% | $84,808-83.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 10.68% | 29.48%-18.8pp | 181.32%-170.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $5,481 | $3,113+76.0% | $3,754+46.0% | $2,631+108.3% |
| Participant deferral / active EE | $2,024 | $4,056-50.1% | $5,116-60.4% | $4,212-51.9% |
| Admin fee / account holder | $2,507 | $7,222-65.3% | $8,919-71.9% | $7,344-65.9% |