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 5-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 | $14,869 | $154,228-90.4% | $145,433-89.8% | $137,256-89.2% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | -12.91% | 74.59%-87.5pp | 66.58%-79.5pp | 220.34%-233.3pp |
| Employer contribution / active EE | $1,321 | $4,804-72.5% | $4,554-71.0% | $4,156-68.2% |
| Participant deferral / active EE | $5,256 | $8,216-36.0% | $7,897-33.5% | $6,407-18.0% |
| Admin fee / account holder | $4,910 | $14,344-65.8% | $13,129-62.6% | $12,270-60.0% |