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 | $18,811 | $58,828-68.0% | $77,999-75.9% | $62,891-70.1% |
| Participation rate | 85.0% | 71.1%+13.9pp | 75.5%+9.5pp | 69.3%+15.7pp |
| Annual return | 4.30% | 17.16%-12.9pp | 425.96%-421.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,776 | $1,672+6.2% | $2,470-28.1% | $2,281-22.1% |
| Participant deferral / active EE | $2,312 | $2,686-13.9% | $3,497-33.9% | $3,203-27.8% |
| Admin fee / account holder | $1,028 | $4,393-76.6% | $5,480-81.2% | $4,296-76.1% |