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 9-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 | $20,132 | $180,449-88.8% | $154,107-86.9% | $135,375-85.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -12.04% | 888.09%-900.1pp | 735.12%-747.2pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,480 | $6,035-75.5% | $5,298-72.1% | $4,779-69.0% |
| Participant deferral / active EE | $3,128 | $5,806-46.1% | $5,081-38.4% | $5,609-44.2% |
| Admin fee / account holder | $375 | $16,143-97.7% | $13,411-97.2% | $10,827-96.5% |