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 | $13,342 | $53,127-74.9% | $86,590-84.6% | $70,131-81.0% |
| Participation rate | 88.9% | 65.3%+23.6pp | 73.5%+15.3pp | 69.5%+19.3pp |
| Annual return | 12.24% | 27.66%-15.4pp | 964.84%-952.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,256 | $2,068-39.3% | $2,839-55.8% | $2,342-46.4% |
| Participant deferral / active EE | $1,555 | $2,696-42.3% | $3,609-56.9% | $3,332-53.3% |
| Admin fee / account holder | $2,542 | $3,585-29.1% | $4,906-48.2% | $4,645-45.3% |