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 | $15,507 | $85,766-81.9% | $136,294-88.6% | $70,131-77.9% |
| Participation rate | 72.0% | 74.2%-2.2pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 4.93% | 31.45%-26.5pp | 5155.94%-5151.0pp | 73.14%-68.2pp |
| Employer contribution / active EE | $2,165 | $2,966-27.0% | $4,695-53.9% | $2,342-7.6% |
| Participant deferral / active EE | $5,918 | $5,051+17.2% | $6,247-5.3% | $3,332+77.6% |
| Admin fee / account holder | $1,583 | $5,420-70.8% | $9,243-82.9% | $4,645-65.9% |