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 | $24,108 | $109,413-78.0% | $156,263-84.6% | $84,808-71.6% |
| Participation rate | 91.8% | 72.7%+19.1pp | 78.9%+12.9pp | 68.3%+23.5pp |
| Annual return | 11.45% | 20.18%-8.7pp | 59.47%-48.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,778 | $2,907-38.8% | $4,333-59.0% | $2,631-32.4% |
| Participant deferral / active EE | $3,917 | $4,590-14.7% | $6,158-36.4% | $4,212-7.0% |
| Admin fee / account holder | $10,490 | $9,357+12.1% | $14,255-26.4% | $7,344+42.8% |