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 10-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 | $13,143 | $75,828-82.7% | $147,614-91.1% | $59,632-78.0% |
| Participation rate | 76.4% | 71.6%+4.8pp | 84.6%-8.2pp | 68.7%+7.7pp |
| Annual return | -3.59% | 0.37%-4.0pp | 61.98%-65.6pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,071 | $3,130-33.8% | $4,895-57.7% | $3,192-35.1% |
| Admin fee / account holder | $1,356 | $5,985-77.3% | $11,611-88.3% | $4,297-68.4% |