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 | $24,319 | $67,411-63.9% | $91,001-73.3% | $70,131-65.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 7.01% | -40.16%+47.2pp | 4.60%+2.4pp | 73.14%-66.1pp |
| Employer contribution / active EE | $1,011 | $1,786-43.4% | $2,456-58.8% | $2,342-56.9% |
| Participant deferral / active EE | $1,568 | $2,823-44.4% | $3,547-55.8% | $3,332-52.9% |
| Admin fee / account holder | $1,031 | $4,236-75.7% | $5,417-81.0% | $4,645-77.8% |