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 | $20,581 | $109,881-81.3% | $150,045-86.3% | $84,808-75.7% |
| Participation rate | 82.1% | 76.1%+6.1pp | 82.3%-0.2pp | 68.3%+13.8pp |
| Annual return | 12.99% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,243 | $3,561-65.1% | $4,693-73.5% | $2,631-52.8% |
| Participant deferral / active EE | $2,789 | $6,636-58.0% | $7,997-65.1% | $4,212-33.8% |
| Admin fee / account holder | $2,560 | $8,568-70.1% | $13,435-80.9% | $7,344-65.1% |