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 6-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 | $8,481 | $127,065-93.3% | $113,168-92.5% | $142,382-94.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 7.65% | 24.03%-16.4pp | 24.27%-16.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,483 | $3,442-56.9% | $2,975-50.1% | $4,299-65.5% |
| Participant deferral / active EE | $2,223 | $5,716-61.1% | $5,107-56.5% | $6,507-65.8% |
| Admin fee / account holder | $4,930 | $15,736-68.7% | $12,068-59.1% | $12,624-60.9% |