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 6-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 | $10,631 | $133,958-92.1% | $112,228-90.5% | $134,475-92.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.46% | 47.11%-68.6pp | 27.45%-48.9pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,893 | $4,038-28.3% | $3,635-20.4% | $4,740-39.0% |
| Participant deferral / active EE | $5,497 | $5,291+3.9% | $4,728+16.3% | $6,400-14.1% |
| Admin fee / account holder | $1,288 | $7,489-82.8% | $6,410-79.9% | $11,426-88.7% |