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 6-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 | $18,386 | $86,286-78.7% | $111,297-83.5% | $85,850-78.6% |
| Participation rate | 96.0% | 73.3%+22.7pp | 77.3%+18.7pp | 69.3%+26.7pp |
| Annual return | 5.35% | 19.99%-14.6pp | 54.65%-49.3pp | 318.53%-313.2pp |
| Employer contribution / active EE | $1,249 | $2,043-38.8% | $2,731-54.3% | $2,565-51.3% |
| Participant deferral / active EE | $3,270 | $3,641-10.2% | $4,487-27.1% | $3,952-17.2% |
| Admin fee / account holder | $1,285 | $8,188-84.3% | $7,964-83.9% | $6,260-79.5% |