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 | $19,388 | $73,933-73.8% | $96,683-79.9% | $75,163-74.2% |
| Participation rate | 95.2% | 66.4%+28.8pp | 74.3%+20.9pp | 67.2%+28.0pp |
| Annual return | 12.05% | 26.70%-14.7pp | 35.69%-23.6pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,117 | $2,928-61.9% | $3,737-70.1% | $2,670-58.2% |
| Participant deferral / active EE | $3,122 | $3,659-14.7% | $4,878-36.0% | $4,125-24.3% |
| Admin fee / account holder | $1,288 | $5,216-75.3% | $6,730-80.9% | $5,651-77.2% |