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 | $17,817 | $209,411-91.5% | $178,490-90.0% | $158,922-88.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 0.45% | 188.75%-188.3pp | 151.07%-150.6pp | 302.83%-302.4pp |
| Employer contribution / active EE | $2,178 | $5,706-61.8% | $5,011-56.5% | $4,761-54.3% |
| Participant deferral / active EE | $8,381 | $5,954+40.8% | $5,202+61.1% | $5,982+40.1% |
| Admin fee / account holder | $3,168 | $17,074-81.4% | $13,984-77.3% | $11,246-71.8% |