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 3-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 | $11,454 | $159,602-92.8% | $150,045-92.4% | $142,382-92.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 6.13% | 70.24%-64.1pp | 62.55%-56.4pp | 217.08%-210.9pp |
| Employer contribution / active EE | $958 | $4,961-80.7% | $4,693-79.6% | $4,299-77.7% |
| Participant deferral / active EE | $3,179 | $8,310-61.7% | $7,997-60.3% | $6,507-51.2% |
| Admin fee / account holder | $2,155 | $14,846-85.5% | $13,435-84.0% | $12,624-82.9% |