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 9-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 | $6,188 | $80,717-92.3% | $154,803-96.0% | $84,808-92.7% |
| Participation rate | 94.2% | 66.8%+27.4pp | 78.1%+16.2pp | 68.3%+25.9pp |
| Annual return | 9.18% | 37.96%-28.8pp | 58.88%-49.7pp | 40.90%-31.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,983 | $3,303-9.7% | $5,540-46.2% | $4,212-29.2% |
| Admin fee / account holder | $2,858 | $6,746-57.6% | $14,329-80.1% | $7,344-61.1% |