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 | $5,439 | $84,233-93.5% | $170,442-96.8% | $70,131-92.2% |
| Participation rate | 77.5% | 70.8%+6.7pp | 83.6%-6.1pp | 69.5%+8.0pp |
| Annual return | 8.84% | 23.06%-14.2pp | 205.93%-197.1pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,213 | $3,387-64.2% | $5,433-77.7% | $2,342-48.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $393 | $5,698-93.1% | $13,880-97.2% | $4,645-91.5% |