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 | $16,635 | $89,355-81.4% | $141,162-88.2% | $72,985-77.2% |
| Participation rate | 83.0% | 75.1%+7.9pp | 82.5%+0.5pp | 69.5%+13.5pp |
| Annual return | 18.08% | 111.85%-93.8pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,524 | $3,114-18.9% | $4,735-46.7% | $2,440+3.5% |
| Participant deferral / active EE | $3,516 | $5,418-35.1% | $6,709-47.6% | $3,607-2.5% |
| Admin fee / account holder | $5,031 | $5,958-15.6% | $10,261-51.0% | $5,124-1.8% |