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 4-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 | $22,760 | $109,881-79.3% | $150,045-84.8% | $84,808-73.2% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 14.00% | 28.25%-14.2pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,089 | $3,561-41.3% | $4,693-55.5% | $2,631-20.6% |
| Participant deferral / active EE | $4,379 | $6,636-34.0% | $7,997-45.2% | $4,212+4.0% |
| Admin fee / account holder | $1,198 | $8,568-86.0% | $13,435-91.1% | $7,344-83.7% |