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 | $17,670 | $67,411-73.8% | $91,001-80.6% | $70,131-74.8% |
| Participation rate | 73.7% | 71.4%+2.3pp | 75.6%-1.9pp | 69.5%+4.1pp |
| Annual return | 11.66% | -40.16%+51.8pp | 4.60%+7.1pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,194 | $1,786-33.2% | $2,456-51.4% | $2,342-49.0% |
| Participant deferral / active EE | $1,358 | $2,823-51.9% | $3,547-61.7% | $3,332-59.2% |
| Admin fee / account holder | $754 | $4,236-82.2% | $5,417-86.1% | $4,645-83.8% |