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 7-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 | $15,148 | $80,968-81.3% | $96,544-84.3% | $75,163-79.8% |
| Participation rate | 85.2% | 71.8%+13.4pp | 76.0%+9.2pp | 67.2%+18.0pp |
| Annual return | 11.21% | 27.06%-15.9pp | 25.84%-14.6pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,670 | $2,282-26.8% | $2,965-43.7% | $2,670-37.5% |
| Participant deferral / active EE | $3,684 | $3,928-6.2% | $4,851-24.1% | $4,125-10.7% |
| Admin fee / account holder | $2,318 | $6,724-65.5% | $8,252-71.9% | $5,651-59.0% |