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 | $13,274 | $76,552-82.7% | $123,892-89.3% | $62,891-78.9% |
| Participation rate | 84.6% | 73.0%+11.6pp | 81.4%+3.2pp | 69.3%+15.3pp |
| Annual return | 2.90% | 18.68%-15.8pp | 47.52%-44.6pp | 20.14%-17.2pp |
| Employer contribution / active EE | $2,056 | $2,883-28.7% | $4,617-55.5% | $2,281-9.9% |
| Participant deferral / active EE | $2,997 | $4,840-38.1% | $5,984-49.9% | $3,203-6.4% |
| Admin fee / account holder | $3,554 | $4,826-26.4% | $8,357-57.5% | $4,296-17.3% |