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 | $12,672 | $89,355-85.8% | $141,162-91.0% | $72,985-82.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 8.71% | 111.85%-103.1pp | 71.39%-62.7pp | 81.00%-72.3pp |
| Employer contribution / active EE | $794 | $3,114-74.5% | $4,735-83.2% | $2,440-67.5% |
| Participant deferral / active EE | $3,526 | $5,418-34.9% | $6,709-47.4% | $3,607-2.3% |
| Admin fee / account holder | $1,310 | $5,958-78.0% | $10,261-87.2% | $5,124-74.4% |