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 5-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 | $23,757 | $86,929-72.7% | $102,423-76.8% | $80,856-70.6% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 9.44% | 18.88%-9.4pp | 29.32%-19.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,905 | $2,369-19.6% | $3,023-37.0% | $2,755-30.8% |
| Participant deferral / active EE | $5,258 | $4,118+27.7% | $5,053+4.1% | $4,296+22.4% |
| Admin fee / account holder | $816 | $8,049-89.9% | $9,451-91.4% | $6,918-88.2% |