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 | $6,147 | $35,183-82.5% | $73,545-91.6% | $70,131-91.2% |
| Participation rate | 87.8% | 42.9%+44.8pp | 54.9%+32.8pp | 69.5%+18.2pp |
| Annual return | 9.05% | 26.90%-17.9pp | -15.16%+24.2pp | 73.14%-64.1pp |
| Employer contribution / active EE | $326 | $709-54.1% | $1,219-73.3% | $2,342-86.1% |
| Participant deferral / active EE | $507 | $1,220-58.4% | $1,806-71.9% | $3,332-84.8% |
| Admin fee / account holder | $1,599 | $2,302-30.5% | $2,320-31.1% | $4,645-65.6% |