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 | $24,645 | $87,870-72.0% | $113,168-78.2% | $74,304-66.8% |
| Participation rate | 83.4% | 70.7%+12.7pp | 76.6%+6.9pp | 60.3%+23.1pp |
| Annual return | 12.35% | 26.44%-14.1pp | 24.27%-11.9pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,443 | $2,277-36.6% | $2,975-51.5% | $2,241-35.6% |
| Participant deferral / active EE | $3,613 | $4,241-14.8% | $5,107-29.2% | $3,767-4.1% |
| Admin fee / account holder | $7,881 | $3,368+134.0% | $12,068-34.7% | $2,969+165.4% |