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 | $5,394 | $133,922-96.0% | $116,228-95.4% | $142,382-96.2% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 7.10% | 147.76%-140.7pp | 90.06%-83.0pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,390 | $3,446-59.6% | $2,994-53.6% | $4,299-67.7% |
| Participant deferral / active EE | $2,214 | $5,672-61.0% | $4,953-55.3% | $6,507-66.0% |
| Admin fee / account holder | $579 | $14,945-96.1% | $11,989-95.2% | $12,624-95.4% |