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 | $15,073 | $53,777-72.0% | $134,143-88.8% | $79,858-81.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 3.20% | 19.01%-15.8pp | 36.33%-33.1pp | 31.71%-28.5pp |
| Employer contribution / active EE | $1,468 | $1,321+11.1% | $3,704-60.4% | $2,471-40.6% |
| Participant deferral / active EE | $1,755 | $2,420-27.5% | $3,499-49.8% | $3,740-53.1% |
| Admin fee / account holder | $4,619 | $3,984+15.9% | $6,684-30.9% | $5,306-12.9% |