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 | $13,436 | $53,777-75.0% | $134,143-90.0% | $79,858-83.2% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 3.45% | 19.01%-15.6pp | 36.33%-32.9pp | 31.71%-28.3pp |
| Employer contribution / active EE | $648 | $1,321-51.0% | $3,704-82.5% | $2,471-73.8% |
| Participant deferral / active EE | $1,075 | $2,420-55.6% | $3,499-69.3% | $3,740-71.3% |
| Admin fee / account holder | $17,172 | $3,984+331.0% | $6,684+156.9% | $5,306+223.6% |