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 7-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 | $19,178 | $102,317-81.3% | $146,958-86.9% | $80,856-76.3% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | -36.03% | 134.76%-170.8pp | 418.34%-454.4pp | 35.59%-71.6pp |
| Employer contribution / active EE | $6,622 | $3,713+78.4% | $4,933+34.3% | $2,755+140.4% |
| Participant deferral / active EE | $7,844 | $6,644+18.1% | $8,070-2.8% | $4,296+82.6% |
| Admin fee / account holder | $11,374 | $7,941+43.2% | $12,998-12.5% | $6,918+64.4% |