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 | $10,569 | $86,929-87.8% | $102,423-89.7% | $80,856-86.9% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.6%+27.8pp |
| Annual return | 3.75% | 18.88%-15.1pp | 29.32%-25.6pp | 35.59%-31.8pp |
| Employer contribution / active EE | $1,214 | $2,369-48.7% | $3,023-59.8% | $2,755-55.9% |
| Participant deferral / active EE | $2,347 | $4,118-43.0% | $5,053-53.6% | $4,296-45.4% |
| Admin fee / account holder | $14,059 | $8,049+74.7% | $9,451+48.8% | $6,918+103.2% |