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 | $81,248-89.0% | $155,509-94.2% | $80,856-88.9% |
| Participation rate | 72.1% | 66.2%+5.9pp | 78.2%-6.1pp | 67.6%+4.5pp |
| Annual return | 5.76% | 33.31%-27.5pp | 64.67%-58.9pp | 35.59%-29.8pp |
| Employer contribution / active EE | $1,709 | $3,100-44.9% | $4,672-63.4% | $2,755-38.0% |
| Participant deferral / active EE | $1,328 | $3,452-61.5% | $5,626-76.4% | $4,296-69.1% |
| Admin fee / account holder | $1,635 | $7,997-79.6% | $15,912-89.7% | $6,918-76.4% |