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 | $6,355 | $189,613-96.6% | $167,512-96.2% | $142,382-95.5% |
| Participation rate | 88.2% | 80.1%+8.1pp | 77.1%+11.2pp | 80.1%+8.1pp |
| Annual return | 2.90% | 2024.68%-2021.8pp | 1615.79%-1612.9pp | 217.08%-214.2pp |
| Employer contribution / active EE | $1,956 | $4,349-55.0% | $3,882-49.6% | $4,299-54.5% |
| Participant deferral / active EE | $3,444 | $6,981-50.7% | $6,405-46.2% | $6,507-47.1% |
| Admin fee / account holder | $1,747 | $10,528-83.4% | $9,769-82.1% | $12,624-86.2% |