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 | $17,595 | $78,422-77.6% | $95,952-81.7% | $79,858-78.0% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 6.03% | 19.37%-13.3pp | 91.61%-85.6pp | 31.71%-25.7pp |
| Employer contribution / active EE | $768 | $1,945-60.5% | $2,541-69.8% | $2,471-68.9% |
| Participant deferral / active EE | $1,610 | $3,440-53.2% | $4,167-61.4% | $3,740-57.0% |
| Admin fee / account holder | $1,203 | $5,622-78.6% | $6,795-82.3% | $5,306-77.3% |