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 | $18,844 | $85,766-78.0% | $136,294-86.2% | $70,131-73.1% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.9pp | 69.5%+18.3pp |
| Annual return | 11.23% | 31.45%-20.2pp | 5155.94%-5144.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,210 | $2,966-25.5% | $4,695-52.9% | $2,342-5.7% |
| Participant deferral / active EE | $2,542 | $5,051-49.7% | $6,247-59.3% | $3,332-23.7% |
| Admin fee / account holder | $316 | $5,420-94.2% | $9,243-96.6% | $4,645-93.2% |