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 | $11,341 | $165,335-93.1% | $149,696-92.4% | $158,922-92.9% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 5.53% | 348.15%-342.6pp | 276.60%-271.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $1,185 | $5,103-76.8% | $4,644-74.5% | $4,761-75.1% |
| Participant deferral / active EE | $2,861 | $7,181-60.2% | $6,842-58.2% | $5,982-52.2% |
| Admin fee / account holder | $1,295 | $10,807-88.0% | $9,309-86.1% | $11,246-88.5% |