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 3-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 | $3,691 | $81,248-95.5% | $155,509-97.6% | $80,856-95.4% |
| Participation rate | 82.4% | 66.2%+16.1pp | 78.2%+4.2pp | 67.6%+14.7pp |
| Annual return | 7.64% | 33.31%-25.7pp | 64.67%-57.0pp | 35.59%-28.0pp |
| Employer contribution / active EE | $897 | $3,100-71.1% | $4,672-80.8% | $2,755-67.5% |
| Participant deferral / active EE | $1,529 | $3,452-55.7% | $5,626-72.8% | $4,296-64.4% |
| Admin fee / account holder | $2,652 | $7,997-66.8% | $15,912-83.3% | $6,918-61.7% |