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 4-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 | $4,711 | $80,717-94.2% | $154,803-97.0% | $84,808-94.4% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 8.25% | 37.96%-29.7pp | 58.88%-50.6pp | 40.90%-32.6pp |
| Employer contribution / active EE | $1,096 | $2,761-60.3% | $4,305-74.6% | $2,631-58.4% |
| Participant deferral / active EE | $1,384 | $3,303-58.1% | $5,540-75.0% | $4,212-67.1% |
| Admin fee / account holder | $523 | $6,746-92.2% | $14,329-96.4% | $7,344-92.9% |