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 8-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 | $3,029 | $97,757-96.9% | $83,848-96.4% | $135,375-97.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -24.37% | 1287.37%-1311.7pp | 850.88%-875.2pp | 519.73%-544.1pp |
| Employer contribution / active EE | $1,522 | $4,222-63.9% | $3,631-58.1% | $4,779-68.1% |
| Participant deferral / active EE | $1,540 | $4,682-67.1% | $4,082-62.3% | $5,609-72.6% |
| Admin fee / account holder | $337 | $6,674-94.9% | $5,478-93.8% | $10,827-96.9% |