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 6-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 | $20,939 | $95,803-78.1% | $113,168-81.5% | $84,808-75.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 11.00% | 25.00%-14.0pp | 24.27%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,876 | $2,360-20.5% | $2,975-36.9% | $2,631-28.7% |
| Participant deferral / active EE | $2,935 | $4,242-30.8% | $5,107-42.5% | $4,212-30.3% |
| Admin fee / account holder | $914 | $8,989-89.8% | $12,068-92.4% | $7,344-87.6% |