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 | $10,373 | $57,541-82.0% | $95,745-89.2% | $75,163-86.2% |
| Participation rate | 78.6% | 62.5%+16.1pp | 72.3%+6.3pp | 67.2%+11.4pp |
| Annual return | 8.78% | 34.93%-26.2pp | 28.35%-19.6pp | 160.62%-151.8pp |
| Employer contribution / active EE | $860 | $1,808-52.4% | $2,835-69.7% | $2,670-67.8% |
| Participant deferral / active EE | $1,902 | $3,074-38.1% | $4,245-55.2% | $4,125-53.9% |
| Admin fee / account holder | $533 | $4,099-87.0% | $5,678-90.6% | $5,651-90.6% |