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 | $11,519 | $67,411-82.9% | $91,001-87.3% | $70,131-83.6% |
| Participation rate | 83.0% | 71.4%+11.6pp | 75.6%+7.4pp | 69.5%+13.4pp |
| Annual return | 12.34% | -40.16%+52.5pp | 4.60%+7.7pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,254 | $1,786-29.8% | $2,456-48.9% | $2,342-46.5% |
| Participant deferral / active EE | $2,391 | $2,823-15.3% | $3,547-32.6% | $3,332-28.2% |
| Admin fee / account holder | $1,700 | $4,236-59.9% | $5,417-68.6% | $4,645-63.4% |