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 | $17,555 | $178,174-90.1% | $156,181-88.8% | $137,256-87.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 8.71% | 84.19%-75.5pp | 64.87%-56.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,141 | $4,972-77.1% | $4,294-73.4% | $4,156-72.5% |
| Participant deferral / active EE | $2,743 | $6,888-60.2% | $6,132-55.3% | $6,407-57.2% |
| Admin fee / account holder | $974 | $17,404-94.4% | $14,586-93.3% | $12,270-92.1% |