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 | $31,061 | $148,978-79.2% | $200,582-84.5% | $84,808-63.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.09% | 28.16%-16.1pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,127 | $4,815-35.1% | $6,419-51.3% | $2,631+18.9% |
| Participant deferral / active EE | $5,399 | $7,142-24.4% | $9,331-42.1% | $4,212+28.2% |
| Admin fee / account holder | $1,363 | $13,977-90.2% | $16,305-91.6% | $7,344-81.4% |