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 | $19,438 | $98,750-80.3% | $149,696-87.0% | $79,858-75.7% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.5%-9.7pp | 69.6%+3.1pp |
| Annual return | 11.21% | 27.43%-16.2pp | 276.60%-265.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $621 | $3,216-80.7% | $4,644-86.6% | $2,471-74.9% |
| Participant deferral / active EE | $2,926 | $5,680-48.5% | $6,842-57.2% | $3,740-21.8% |
| Admin fee / account holder | $2,366 | $6,053-60.9% | $9,309-74.6% | $5,306-55.4% |