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 7-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 | $5,763 | $57,016-89.9% | $84,966-93.2% | $80,856-92.9% |
| Participation rate | 95.5% | 56.3%+39.2pp | 67.5%+28.0pp | 67.6%+27.9pp |
| Annual return | 6.15% | 21.66%-15.5pp | 66.38%-60.2pp | 35.59%-29.4pp |
| Employer contribution / active EE | $1,090 | $1,798-39.4% | $2,727-60.0% | $2,755-60.4% |
| Participant deferral / active EE | $1,684 | $3,110-45.9% | $4,519-62.7% | $4,296-60.8% |
| Admin fee / account holder | $1,776 | $4,980-64.3% | $6,149-71.1% | $6,918-74.3% |