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 8-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 | $20,094 | $81,460-75.3% | $103,333-80.6% | $80,856-75.1% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 4.46% | 25.55%-21.1pp | 24.88%-20.4pp | 35.59%-31.1pp |
| Employer contribution / active EE | $1,310 | $3,105-57.8% | $3,868-66.1% | $2,755-52.5% |
| Participant deferral / active EE | $2,332 | $3,869-39.7% | $5,057-53.9% | $4,296-45.7% |
| Admin fee / account holder | $1,232 | $6,566-81.2% | $8,355-85.3% | $6,918-82.2% |