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 9-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 | $16,339 | $81,460-79.9% | $103,333-84.2% | $80,856-79.8% |
| Participation rate | 82.3% | 66.8%+15.4pp | 74.5%+7.7pp | 67.6%+14.6pp |
| Annual return | 9.70% | 25.55%-15.8pp | 24.88%-15.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,711 | $3,105-44.9% | $3,868-55.8% | $2,755-37.9% |
| Participant deferral / active EE | $2,883 | $3,869-25.5% | $5,057-43.0% | $4,296-32.9% |
| Admin fee / account holder | $1,385 | $6,566-78.9% | $8,355-83.4% | $6,918-80.0% |