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 | $18,981 | $89,753-78.9% | $107,525-82.3% | $84,808-77.6% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 8.99% | 29.48%-20.5pp | 181.32%-172.3pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,313 | $3,113-57.8% | $3,754-65.0% | $2,631-50.1% |
| Participant deferral / active EE | $2,376 | $4,056-41.4% | $5,116-53.6% | $4,212-43.6% |
| Admin fee / account holder | $1,856 | $7,222-74.3% | $8,919-79.2% | $7,344-74.7% |