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 | $9,166 | $73,933-87.6% | $96,683-90.5% | $75,163-87.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 11.66% | 26.70%-15.0pp | 35.69%-24.0pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,970 | $2,928-32.7% | $3,737-47.3% | $2,670-26.2% |
| Participant deferral / active EE | $2,382 | $3,659-34.9% | $4,878-51.2% | $4,125-42.3% |
| Admin fee / account holder | $447 | $5,216-91.4% | $6,730-93.4% | $5,651-92.1% |