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 | $21,616 | $168,632-87.2% | $147,614-85.4% | $125,391-82.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.85% | 77.65%-84.5pp | 61.98%-68.8pp | 282.22%-289.1pp |
| Employer contribution / active EE | $7,670 | $6,252+22.7% | $5,564+37.8% | $4,866+57.6% |
| Participant deferral / active EE | $9,158 | $5,507+66.3% | $4,895+87.1% | $5,352+71.1% |
| Admin fee / account holder | $4,212 | $13,580-69.0% | $11,611-63.7% | $9,540-55.9% |