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 | $11,398 | $77,634-85.3% | $156,549-92.7% | $62,891-81.9% |
| Participation rate | 71.7% | 71.2%+0.5pp | 84.0%-12.3pp | 69.3%+2.4pp |
| Annual return | 4.18% | 50.32%-46.1pp | 32.23%-28.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $519 | $3,444-84.9% | $5,501-90.6% | $2,281-77.2% |
| Participant deferral / active EE | $1,366 | $3,045-55.1% | $4,871-72.0% | $3,203-57.4% |
| Admin fee / account holder | $2,136 | $5,561-61.6% | $13,027-83.6% | $4,296-50.3% |