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 | $26,619 | $123,793-78.5% | $177,821-85.0% | $79,858-66.7% |
| Participation rate | 98.0% | 84.7%+13.3pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 4.92% | 22.82%-17.9pp | 48.32%-43.4pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,766 | $4,095-32.5% | $5,918-53.3% | $2,471+12.0% |
| Participant deferral / active EE | $5,490 | $5,956-7.8% | $7,714-28.8% | $3,740+46.8% |
| Admin fee / account holder | $617 | $7,243-91.5% | $12,427-95.0% | $5,306-88.4% |