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 | $15,723 | $72,277-78.2% | $101,248-84.5% | $79,858-80.3% |
| Participation rate | 76.7% | 68.5%+8.2pp | 75.8%+0.9pp | 69.6%+7.0pp |
| Annual return | 2.81% | 22.30%-19.5pp | 46.47%-43.7pp | 31.71%-28.9pp |
| Employer contribution / active EE | $622 | $2,692-76.9% | $3,660-83.0% | $2,471-74.8% |
| Participant deferral / active EE | $2,285 | $3,282-30.4% | $4,370-47.7% | $3,740-38.9% |
| Admin fee / account holder | $4,726 | $4,400+7.4% | $5,945-20.5% | $5,306-10.9% |