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 | $14,772 | $86,929-83.0% | $102,423-85.6% | $80,856-81.7% |
| Participation rate | 97.6% | 72.4%+25.3pp | 76.5%+21.2pp | 67.6%+30.0pp |
| Annual return | 10.18% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,835 | $2,369-22.5% | $3,023-39.3% | $2,755-33.4% |
| Participant deferral / active EE | $2,445 | $4,118-40.6% | $5,053-51.6% | $4,296-43.1% |
| Admin fee / account holder | $4,036 | $8,049-49.9% | $9,451-57.3% | $6,918-41.7% |