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 | $19,761 | $62,586-68.4% | $76,768-74.3% | $64,186-69.2% |
| Participation rate | 82.2% | 72.8%+9.4pp | 77.0%+5.3pp | 69.6%+12.7pp |
| Annual return | -9.08% | -1.95%-7.1pp | 2.43%-11.5pp | 7.63%-16.7pp |
| Employer contribution / active EE | $639 | $1,832-65.1% | $2,485-74.3% | $2,381-73.2% |
| Participant deferral / active EE | $2,133 | $3,145-32.2% | $3,852-44.6% | $3,470-38.5% |
| Admin fee / account holder | $3,931 | $4,667-15.8% | $6,675-41.1% | $4,888-19.6% |