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 | $20,825 | $95,803-78.3% | $113,168-81.6% | $84,808-75.4% |
| Participation rate | 95.5% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.2pp |
| Annual return | 11.30% | 25.00%-13.7pp | 24.27%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,133 | $4,242-26.1% | $5,107-38.6% | $4,212-25.6% |
| Admin fee / account holder | $2,076 | $8,989-76.9% | $12,068-82.8% | $7,344-71.7% |