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 3-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 | $3,415 | $58,627-94.2% | $76,735-95.6% | $82,448-95.9% |
| Participation rate | 84.6% | 63.2%+21.4pp | 69.5%+15.1pp | 68.1%+16.5pp |
| Annual return | 10.76% | 39.10%-28.3pp | 29.77%-19.0pp | 41.64%-30.9pp |
| Employer contribution / active EE | $432 | $1,729-75.0% | $2,454-82.4% | $2,551-83.1% |
| Participant deferral / active EE | $1,222 | $3,134-61.0% | $4,088-70.1% | $4,139-70.5% |
| Admin fee / account holder | $1,252 | $5,323-76.5% | $7,189-82.6% | $7,234-82.7% |