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 | $21,246 | $89,355-76.2% | $141,162-84.9% | $72,985-70.9% |
| Participation rate | 75.7% | 75.1%+0.6pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 17.39% | 111.85%-94.5pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,223 | $3,114-60.7% | $4,735-74.2% | $2,440-49.9% |
| Participant deferral / active EE | $2,644 | $5,418-51.2% | $6,709-60.6% | $3,607-26.7% |
| Admin fee / account holder | $1,706 | $5,958-71.4% | $10,261-83.4% | $5,124-66.7% |