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 | $20,576 | $214,378-90.4% | $200,582-89.7% | $142,382-85.5% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 8.28% | 46.41%-38.1pp | 42.33%-34.1pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,097 | $6,841-69.4% | $6,419-67.3% | $4,299-51.2% |
| Participant deferral / active EE | $4,234 | $9,865-57.1% | $9,331-54.6% | $6,507-34.9% |
| Admin fee / account holder | $796 | $17,692-95.5% | $16,305-95.1% | $12,624-93.7% |