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 | $10,634 | $59,839-82.2% | $81,983-87.0% | $79,858-86.7% |
| Participation rate | 86.2% | 61.6%+24.6pp | 69.2%+17.0pp | 69.6%+16.6pp |
| Annual return | 7.29% | 17.56%-10.3pp | 41.31%-34.0pp | 31.71%-24.4pp |
| Employer contribution / active EE | $5,426 | $1,713+216.7% | $2,498+117.2% | $2,471+119.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,485 | $4,287+121.2% | $5,664+67.5% | $5,306+78.8% |