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 | $24,816 | $180,449-86.2% | $154,107-83.9% | $135,375-81.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -14.42% | 888.09%-902.5pp | 735.12%-749.5pp | 519.73%-534.2pp |
| Employer contribution / active EE | $1,980 | $6,035-67.2% | $5,298-62.6% | $4,779-58.6% |
| Participant deferral / active EE | $4,228 | $5,806-27.2% | $5,081-16.8% | $5,609-24.6% |
| Admin fee / account holder | $943 | $16,143-94.2% | $13,411-93.0% | $10,827-91.3% |