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 4-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 | $13,361 | $127,065-89.5% | $113,168-88.2% | $142,382-90.6% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 8.97% | 24.03%-15.1pp | 24.27%-15.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,358 | $3,442-60.5% | $2,975-54.3% | $4,299-68.4% |
| Participant deferral / active EE | $3,221 | $5,716-43.6% | $5,107-36.9% | $6,507-50.5% |
| Admin fee / account holder | $307 | $15,736-98.0% | $12,068-97.5% | $12,624-97.6% |