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 8-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 | $8,951 | $81,233-89.0% | $155,567-94.2% | $80,874-88.9% |
| Participation rate | 72.1% | 66.2%+5.9pp | 78.2%-6.1pp | 67.6%+4.4pp |
| Annual return | 5.76% | 33.33%-27.6pp | 64.74%-59.0pp | 35.62%-29.9pp |
| Employer contribution / active EE | $1,709 | $3,101-44.9% | $4,674-63.4% | $2,756-38.0% |
| Participant deferral / active EE | $1,328 | $3,452-61.5% | $5,628-76.4% | $4,297-69.1% |
| Admin fee / account holder | $1,635 | $7,998-79.6% | $15,916-89.7% | $6,935-76.4% |