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 | $10,747 | $52,580-79.6% | $71,671-85.0% | $70,131-84.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.53% | 20.25%-8.7pp | 20.65%-9.1pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,204 | $1,616+36.4% | $2,460-10.4% | $2,342-5.9% |
| Participant deferral / active EE | $2,974 | $2,386+24.6% | $3,438-13.5% | $3,332-10.7% |
| Admin fee / account holder | $984 | $3,653-73.1% | $5,558-82.3% | $4,645-78.8% |