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 | $29,174 | $95,453-69.4% | $112,040-74.0% | $82,448-64.6% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.5%+6.3pp | 68.1%+14.7pp |
| Annual return | 11.85% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,199 | $2,318-5.1% | $2,954-25.6% | $2,551-13.8% |
| Participant deferral / active EE | $3,662 | $4,224-13.3% | $5,098-28.2% | $4,139-11.5% |
| Admin fee / account holder | $4,391 | $9,013-51.3% | $12,098-63.7% | $7,234-39.3% |