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 8-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 | $38,815 | $138,347-71.9% | $184,203-78.9% | $80,856-52.0% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.6pp | 67.6%+30.8pp |
| Annual return | 8.51% | 20.02%-11.5pp | 28.81%-20.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,627 | $4,850-45.8% | $6,427-59.1% | $2,755-4.6% |
| Participant deferral / active EE | $4,002 | $7,071-43.4% | $9,131-56.2% | $4,296-6.8% |
| Admin fee / account holder | $4,598 | $10,483-56.1% | $13,901-66.9% | $6,918-33.5% |