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 10-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 | $22,122 | $102,317-78.4% | $146,958-84.9% | $80,856-72.6% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 7.98% | 134.76%-126.8pp | 418.34%-410.4pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,530 | $3,713-31.9% | $4,933-48.7% | $2,755-8.2% |
| Participant deferral / active EE | $3,744 | $6,644-43.7% | $8,070-53.6% | $4,296-12.9% |
| Admin fee / account holder | $1,793 | $7,941-77.4% | $12,998-86.2% | $6,918-74.1% |