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 | $12,454 | $97,757-87.3% | $83,848-85.1% | $135,375-90.8% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -15.41% | 1287.37%-1302.8pp | 850.88%-866.3pp | 519.73%-535.1pp |
| Employer contribution / active EE | $10,393 | $4,222+146.2% | $3,631+186.2% | $4,779+117.5% |
| Participant deferral / active EE | $2,431 | $4,682-48.1% | $4,082-40.5% | $5,609-56.7% |
| Admin fee / account holder | $1,015 | $6,674-84.8% | $5,478-81.5% | $10,827-90.6% |