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 9-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 | $20,232 | $86,286-76.6% | $111,297-81.8% | $85,850-76.4% |
| Participation rate | 98.4% | 73.3%+25.0pp | 77.3%+21.1pp | 69.3%+29.0pp |
| Annual return | 10.40% | 19.99%-9.6pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,364 | $2,043+15.7% | $2,731-13.4% | $2,565-7.8% |
| Participant deferral / active EE | $2,915 | $3,641-19.9% | $4,487-35.0% | $3,952-26.2% |
| Admin fee / account holder | $1,248 | $8,188-84.8% | $7,964-84.3% | $6,260-80.1% |