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 7-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 | $3,346 | $57,590-94.2% | $86,233-96.1% | $82,448-95.9% |
| Participation rate | 74.5% | 57.9%+16.6pp | 69.0%+5.5pp | 68.1%+6.4pp |
| Annual return | 10.14% | 22.41%-12.3pp | 61.39%-51.3pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,197 | $3,080-61.1% | $4,559-73.7% | $4,139-71.1% |
| Admin fee / account holder | $976 | $4,730-79.4% | $8,342-88.3% | $7,234-86.5% |