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 9-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 | $12,982 | $85,202-84.8% | $172,739-92.5% | $72,985-82.2% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 7.13% | 27.32%-20.2pp | 802.84%-795.7pp | 81.00%-73.9pp |
| Employer contribution / active EE | $405 | $3,324-87.8% | $5,143-92.1% | $2,440-83.4% |
| Participant deferral / active EE | $4,672 | $3,260+43.3% | $5,198-10.1% | $3,607+29.5% |
| Admin fee / account holder | $361 | $5,884-93.9% | $13,954-97.4% | $5,124-93.0% |