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 | $17,906 | $81,460-78.0% | $103,333-82.7% | $80,856-77.9% |
| Participation rate | 98.9% | 66.8%+32.1pp | 74.5%+24.4pp | 67.6%+31.3pp |
| Annual return | 7.81% | 25.55%-17.7pp | 24.88%-17.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,002 | $3,105-67.7% | $3,868-74.1% | $2,755-63.6% |
| Participant deferral / active EE | $2,620 | $3,869-32.3% | $5,057-48.2% | $4,296-39.0% |
| Admin fee / account holder | $1,425 | $6,566-78.3% | $8,355-82.9% | $6,918-79.4% |