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 7-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 | $5,532 | $65,365-91.5% | $92,893-94.0% | $72,985-92.4% |
| Participation rate | 71.0% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.5pp |
| Annual return | 15.62% | 42.10%-26.5pp | 109.41%-93.8pp | 81.00%-65.4pp |
| Employer contribution / active EE | $866 | $2,594-66.6% | $3,653-76.3% | $2,440-64.5% |
| Participant deferral / active EE | $3,758 | $3,128+20.1% | $4,236-11.3% | $3,607+4.2% |
| Admin fee / account holder | $1,436 | $4,251-66.2% | $5,794-75.2% | $5,124-72.0% |