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 | $14,500 | $135,635-89.3% | $110,238-86.8% | $135,375-89.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.38% | 513.19%-526.6pp | 314.74%-328.1pp | 519.73%-533.1pp |
| Employer contribution / active EE | $3,579 | $4,906-27.1% | $3,826-6.5% | $4,779-25.1% |
| Participant deferral / active EE | $4,583 | $5,506-16.8% | $4,672-1.9% | $5,609-18.3% |
| Admin fee / account holder | $501 | $11,457-95.6% | $8,547-94.1% | $10,827-95.4% |