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 | $12,361 | $62,573-80.2% | $85,682-85.6% | $85,850-85.6% |
| Participation rate | 72.1% | 61.1%+10.9pp | 69.9%+2.2pp | 69.3%+2.7pp |
| Annual return | 9.13% | 23.77%-14.6pp | 21.49%-12.4pp | 318.53%-309.4pp |
| Employer contribution / active EE | $641 | $1,757-63.5% | $2,618-75.5% | $2,565-75.0% |
| Participant deferral / active EE | $1,915 | $2,802-31.7% | $3,923-51.2% | $3,952-51.5% |
| Admin fee / account holder | $687 | $4,640-85.2% | $6,873-90.0% | $6,260-89.0% |