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 | $16,064 | $72,012-77.7% | $185,823-91.4% | $79,858-79.9% |
| Participation rate | 71.4% | 65.8%+5.7pp | 78.0%-6.6pp | 69.6%+1.8pp |
| Annual return | 10.15% | 23.12%-13.0pp | 35.95%-25.8pp | 31.71%-21.6pp |
| Employer contribution / active EE | $713 | $1,965-63.7% | $4,087-82.6% | $2,471-71.1% |
| Participant deferral / active EE | $1,689 | $3,779-55.3% | $5,632-70.0% | $3,740-54.8% |
| Admin fee / account holder | $2,701 | $4,513-40.1% | $9,500-71.6% | $5,306-49.1% |