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 9-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 | $11,450 | $79,449-85.6% | $189,557-94.0% | $85,850-86.7% |
| Participation rate | 95.0% | 66.0%+29.0pp | 78.4%+16.6pp | 69.3%+25.7pp |
| Annual return | 10.03% | 18.45%-8.4pp | 64.17%-54.1pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,667 | $2,081-19.9% | $4,412-62.2% | $2,565-35.0% |
| Participant deferral / active EE | $3,137 | $4,051-22.6% | $6,174-49.2% | $3,952-20.6% |
| Admin fee / account holder | $3,730 | $5,377-30.6% | $9,807-62.0% | $6,260-40.4% |