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 | $9,137 | $198,466-95.4% | $170,442-94.6% | $147,584-93.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -4.53% | 257.29%-261.8pp | 205.93%-210.5pp | 578.55%-583.1pp |
| Employer contribution / active EE | $1,860 | $6,184-69.9% | $5,433-65.8% | $4,876-61.9% |
| Participant deferral / active EE | $3,545 | $5,629-37.0% | $4,939-28.2% | $5,439-34.8% |
| Admin fee / account holder | $30,204 | $16,852+79.2% | $13,880+117.6% | $10,885+177.5% |