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 | $28,303 | $109,413-74.1% | $156,263-81.9% | $84,808-66.6% |
| Participation rate | 93.9% | 72.7%+21.2pp | 78.9%+15.0pp | 68.3%+25.6pp |
| Annual return | 11.17% | 20.18%-9.0pp | 59.47%-48.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $4,452 | $2,907+53.2% | $4,333+2.8% | $2,631+69.2% |
| Participant deferral / active EE | $4,140 | $4,590-9.8% | $6,158-32.8% | $4,212-1.7% |
| Admin fee / account holder | $1,670 | $9,357-82.2% | $14,255-88.3% | $7,344-77.3% |