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 | $26,687 | $81,208-67.1% | $98,907-73.0% | $79,858-66.6% |
| Participation rate | 85.4% | 72.5%+12.9pp | 76.0%+9.4pp | 69.6%+15.8pp |
| Annual return | 1.29% | 60.99%-59.7pp | 196.43%-195.1pp | 31.71%-30.4pp |
| Employer contribution / active EE | $1,878 | $1,960-4.1% | $2,689-30.1% | $2,471-24.0% |
| Participant deferral / active EE | $2,929 | $3,265-10.3% | $4,244-31.0% | $3,740-21.7% |
| Admin fee / account holder | $329 | $6,013-94.5% | $6,642-95.1% | $5,306-93.8% |