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 6-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 | $32,170 | $197,591-83.7% | $177,821-81.9% | $158,922-79.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.37% | 58.76%-56.4pp | 48.32%-46.0pp | 302.83%-300.5pp |
| Employer contribution / active EE | $15,162 | $6,697+126.4% | $5,918+156.2% | $4,761+218.5% |
| Participant deferral / active EE | $5,954 | $8,405-29.2% | $7,714-22.8% | $5,982-0.5% |
| Admin fee / account holder | $553 | $15,399-96.4% | $12,427-95.6% | $11,246-95.1% |