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 | $16,832 | $85,766-80.4% | $136,294-87.7% | $70,131-76.0% |
| Participation rate | 75.8% | 74.2%+1.6pp | 81.9%-6.2pp | 69.5%+6.2pp |
| Annual return | 12.23% | 31.45%-19.2pp | 5155.94%-5143.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,696 | $2,966-42.8% | $4,695-63.9% | $2,342-27.6% |
| Participant deferral / active EE | $3,005 | $5,051-40.5% | $6,247-51.9% | $3,332-9.8% |
| Admin fee / account holder | $3,113 | $5,420-42.6% | $9,243-66.3% | $4,645-33.0% |