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 | $8,837 | $47,922-81.6% | $75,886-88.4% | $65,185-86.4% |
| Participation rate | 87.1% | 63.0%+24.1pp | 69.3%+17.8pp | 70.2%+16.9pp |
| Annual return | 16.48% | 24.12%-7.6pp | 30.76%-14.3pp | 29.38%-12.9pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,699 | $2,550-33.4% | $3,603-52.9% | $3,514-51.7% |
| Admin fee / account holder | $526 | $532-1.1% | $5,418-90.3% | $847-37.9% |