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 | $15,330 | $210,408-92.7% | $153,485-90.0% | $145,922-89.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.95% | 13.37%-6.4pp | 15.65%-8.7pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,663 | $6,048-72.5% | $5,039-67.0% | $4,660-64.3% |
| Participant deferral / active EE | $2,638 | $7,975-66.9% | $6,757-61.0% | $6,688-60.6% |
| Admin fee / account holder | $967 | $19,419-95.0% | $12,724-92.4% | $13,397-92.8% |