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 | $5,989 | $107,334-94.4% | $92,893-93.6% | $152,861-96.1% |
| Participation rate | 78.3% | 79.8%-1.5pp | 76.0%+2.3pp | 82.4%-4.2pp |
| Annual return | -42.89% | 145.58%-188.5pp | 109.41%-152.3pp | 345.32%-388.2pp |
| Employer contribution / active EE | $1,607 | $4,221-61.9% | $3,653-56.0% | $4,762-66.2% |
| Participant deferral / active EE | $2,716 | $4,845-43.9% | $4,236-35.9% | $5,850-53.6% |
| Admin fee / account holder | $1,376 | $7,079-80.6% | $5,794-76.3% | $11,596-88.1% |