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 | $21,767 | $65,041-66.5% | $90,951-76.1% | $79,858-72.7% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.0%+6.0pp | 69.6%+5.4pp |
| Annual return | 7.74% | 30.45%-22.7pp | 134.60%-126.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $948 | $1,247-24.0% | $2,122-55.3% | $2,471-61.7% |
| Participant deferral / active EE | $1,480 | $2,512-41.1% | $3,373-56.1% | $3,740-60.4% |
| Admin fee / account holder | $1,389 | $4,536-69.4% | $5,959-76.7% | $5,306-73.8% |