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 6-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 | $16,533 | $72,277-77.1% | $101,248-83.7% | $79,858-79.3% |
| Participation rate | 81.1% | 68.5%+12.7pp | 75.8%+5.3pp | 69.6%+11.5pp |
| Annual return | 2.58% | 22.30%-19.7pp | 46.47%-43.9pp | 31.71%-29.1pp |
| Employer contribution / active EE | $2,678 | $2,692-0.5% | $3,660-26.8% | $2,471+8.4% |
| Participant deferral / active EE | $1,497 | $3,282-54.4% | $4,370-65.7% | $3,740-60.0% |
| Admin fee / account holder | $1,938 | $4,400-56.0% | $5,945-67.4% | $5,306-63.5% |