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 | $6,741 | $67,606-90.0% | $82,313-91.8% | $70,131-90.4% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 11.91% | 21.57%-9.7pp | 25.88%-14.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $943 | $1,755-46.3% | $2,428-61.2% | $2,342-59.8% |
| Participant deferral / active EE | $2,862 | $2,987-4.2% | $3,706-22.8% | $3,332-14.1% |
| Admin fee / account holder | $1,200 | $4,512-73.4% | $5,608-78.6% | $4,645-74.2% |