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 3-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 | $6,272 | $102,382-93.9% | $147,005-95.7% | $80,874-92.2% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 11.10% | 134.89%-123.8pp | 418.76%-407.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,737 | $3,715-53.2% | $4,934-64.8% | $2,756-37.0% |
| Participant deferral / active EE | $2,656 | $6,646-60.0% | $8,070-67.1% | $4,297-38.2% |
| Admin fee / account holder | $1,808 | $7,942-77.2% | $13,006-86.1% | $6,935-73.9% |