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 | $24,690 | $78,422-68.5% | $95,952-74.3% | $79,858-69.1% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 7.65% | 19.37%-11.7pp | 91.61%-84.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $625 | $1,945-67.9% | $2,541-75.4% | $2,471-74.7% |
| Participant deferral / active EE | $3,048 | $3,440-11.4% | $4,167-26.9% | $3,740-18.5% |
| Admin fee / account holder | $758 | $5,622-86.5% | $6,795-88.8% | $5,306-85.7% |