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 9-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 | $29,464 | $125,758-76.6% | $169,993-82.7% | $75,163-60.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.78% | 27.20%-14.4pp | 53.37%-40.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,288 | $4,615-50.4% | $6,785-66.3% | $2,670-14.3% |
| Participant deferral / active EE | $4,535 | $6,837-33.7% | $10,408-56.4% | $4,125+9.9% |
| Admin fee / account holder | $836 | $8,173-89.8% | $12,815-93.5% | $5,651-85.2% |