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 | $24,852 | $109,413-77.3% | $156,263-84.1% | $84,808-70.7% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 8.66% | 20.18%-11.5pp | 59.47%-50.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $11,573 | $2,907+298.1% | $4,333+167.1% | $2,631+339.9% |
| Participant deferral / active EE | $4,351 | $4,590-5.2% | $6,158-29.3% | $4,212+3.3% |
| Admin fee / account holder | $3,170 | $9,357-66.1% | $14,255-77.8% | $7,344-56.8% |