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 | $25,495 | $91,552-72.2% | $133,956-81.0% | $79,858-68.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.93% | 61.85%-56.9pp | 45.09%-40.2pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,026 | $2,384-15.0% | $3,919-48.3% | $2,471-18.0% |
| Participant deferral / active EE | $3,414 | $3,733-8.6% | $5,048-32.4% | $3,740-8.7% |
| Admin fee / account holder | $5,115 | $6,321-19.1% | $8,927-42.7% | $5,306-3.6% |