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 | $20,023 | $138,065-85.5% | $123,544-83.8% | $135,375-85.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -22.77% | 153.68%-176.5pp | 119.20%-142.0pp | 519.73%-542.5pp |
| Employer contribution / active EE | $3,032 | $5,151-41.1% | $4,628-34.5% | $4,779-36.6% |
| Participant deferral / active EE | $7,018 | $6,799+3.2% | $6,426+9.2% | $5,609+25.1% |
| Admin fee / account holder | $1,732 | $10,916-84.1% | $9,284-81.3% | $10,827-84.0% |