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 7-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 | $16,462 | $95,803-82.8% | $113,168-85.5% | $84,808-80.6% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 11.70% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,082 | $2,360-54.1% | $2,975-63.6% | $2,631-58.9% |
| Participant deferral / active EE | $2,383 | $4,242-43.8% | $5,107-53.3% | $4,212-43.4% |
| Admin fee / account holder | $902 | $8,989-90.0% | $12,068-92.5% | $7,344-87.7% |