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 | $21,241 | $217,402-90.2% | $185,823-88.6% | $167,490-87.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.32% | 148.36%-142.0pp | 122.05%-115.7pp | 478.56%-472.2pp |
| Employer contribution / active EE | $5,386 | $5,873-8.3% | $5,167+4.2% | $4,837+11.3% |
| Participant deferral / active EE | $4,055 | $6,356-36.2% | $5,568-27.2% | $6,341-36.1% |
| Admin fee / account holder | $336 | $19,811-98.3% | $16,237-97.9% | $12,309-97.3% |