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 5-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 | $12,119 | $71,057-82.9% | $93,654-87.1% | $80,874-85.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 3.95% | 11.26%-7.3pp | 133.34%-129.4pp | 35.62%-31.7pp |
| Employer contribution / active EE | $1,475 | $1,564-5.7% | $2,421-39.1% | $2,756-46.5% |
| Participant deferral / active EE | $1,802 | $4,034-55.3% | $4,413-59.2% | $4,297-58.1% |
| Admin fee / account holder | $860 | $6,944-87.6% | $8,282-89.6% | $6,935-87.6% |