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 | $24,454 | $83,477-70.7% | $125,175-80.5% | $72,985-66.5% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.5pp | 69.5%+18.7pp |
| Annual return | 9.94% | 25.78%-15.8pp | 43.79%-33.9pp | 81.00%-71.1pp |
| Employer contribution / active EE | $936 | $2,345-60.1% | $3,865-75.8% | $2,440-61.6% |
| Participant deferral / active EE | $3,441 | $3,585-4.0% | $4,937-30.3% | $3,607-4.6% |
| Admin fee / account holder | $1,526 | $5,517-72.3% | $9,702-84.3% | $5,124-70.2% |