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 | $88,672-84.1% | $105,223-86.6% | $82,448-82.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 10.68% | 30.86%-20.2pp | 180.65%-170.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $5,481 | $3,048+79.8% | $3,689+48.6% | $2,551+114.9% |
| Participant deferral / active EE | $2,024 | $4,036-49.9% | $5,072-60.1% | $4,139-51.1% |
| Admin fee / account holder | $2,507 | $7,146-64.9% | $8,859-71.7% | $7,234-65.3% |