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 | $13,966 | $175,202-92.0% | $149,673-90.7% | $139,434-90.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 6.76% | 166.71%-160.0pp | 134.42%-127.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $1,712 | $5,474-68.7% | $4,818-64.5% | $4,751-64.0% |
| Participant deferral / active EE | $3,676 | $6,519-43.6% | $5,680-35.3% | $6,710-45.2% |
| Admin fee / account holder | $6,324 | $16,150-60.8% | $13,210-52.1% | $11,403-44.5% |