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 | $18,553 | $73,933-74.9% | $96,683-80.8% | $75,163-75.3% |
| Participation rate | 92.5% | 66.4%+26.1pp | 74.3%+18.2pp | 67.2%+25.3pp |
| Annual return | 10.85% | 26.70%-15.9pp | 35.69%-24.8pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,695 | $2,928-42.1% | $3,737-54.6% | $2,670-36.5% |
| Participant deferral / active EE | $1,883 | $3,659-48.5% | $4,878-61.4% | $4,125-54.3% |
| Admin fee / account holder | $644 | $5,216-87.6% | $6,730-90.4% | $5,651-88.6% |