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 | $27,475 | $86,286-68.2% | $111,297-75.3% | $85,850-68.0% |
| Participation rate | 75.6% | 73.3%+2.3pp | 77.3%-1.7pp | 69.3%+6.3pp |
| Annual return | 9.87% | 19.99%-10.1pp | 54.65%-44.8pp | 318.53%-308.7pp |
| Employer contribution / active EE | $2,068 | $2,043+1.2% | $2,731-24.3% | $2,565-19.4% |
| Participant deferral / active EE | $2,688 | $3,641-26.2% | $4,487-40.1% | $3,952-32.0% |
| Admin fee / account holder | $1,154 | $8,188-85.9% | $7,964-85.5% | $6,260-81.6% |