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 | $24,721 | $78,705-68.6% | $117,854-79.0% | $70,131-64.8% |
| Participation rate | 88.2% | 73.2%+15.0pp | 79.7%+8.6pp | 69.5%+18.7pp |
| Annual return | 10.20% | 23.30%-13.1pp | 335.08%-324.9pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,051 | $2,223-52.7% | $3,786-72.2% | $2,342-55.1% |
| Participant deferral / active EE | $2,881 | $3,297-12.6% | $4,482-35.7% | $3,332-13.5% |
| Admin fee / account holder | $7,214 | $5,065+42.4% | $8,020-10.0% | $4,645+55.3% |