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 3-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 | $1,565 | $159,901-99.0% | $146,958-98.9% | $145,922-98.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -21.56% | 98.13%-119.7pp | 418.34%-439.9pp | 561.29%-582.8pp |
| Employer contribution / active EE | $1,773 | $5,286-66.5% | $4,933-64.1% | $4,660-62.0% |
| Participant deferral / active EE | $2,601 | $8,428-69.1% | $8,070-67.8% | $6,688-61.1% |
| Admin fee / account holder | $24,952 | $15,044+65.9% | $12,998+92.0% | $13,397+86.2% |