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 10-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 | $16,599 | $86,944-80.9% | $107,525-84.6% | $74,304-77.7% |
| Participation rate | 92.9% | 59.6%+33.4pp | 75.1%+17.8pp | 60.3%+32.6pp |
| Annual return | 10.39% | 23.52%-13.1pp | 181.32%-170.9pp | 29.43%-19.0pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,540 | $3,554-28.5% | $5,116-50.3% | $3,767-32.6% |
| Admin fee / account holder | $614 | $3,727-83.5% | $8,919-93.1% | $2,969-79.3% |