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 | $23,515 | $66,310-64.5% | $93,606-74.9% | $65,185-63.9% |
| Participation rate | 79.4% | 74.0%+5.4pp | 75.8%+3.6pp | 70.2%+9.2pp |
| Annual return | 17.72% | 42.58%-24.9pp | 32.76%-15.0pp | 29.38%-11.7pp |
| Employer contribution / active EE | $1,860 | $2,012-7.6% | $2,718-31.6% | $2,177-14.6% |
| Participant deferral / active EE | $1,621 | $3,342-51.5% | $4,069-60.2% | $3,514-53.9% |
| Admin fee / account holder | $6,827 | $6,897-1.0% | $7,888-13.5% | $847+705.9% |