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 | $20,389 | $138,065-85.2% | $123,544-83.5% | $135,375-84.9% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -12.94% | 153.68%-166.6pp | 119.20%-132.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $3,928 | $5,151-23.7% | $4,628-15.1% | $4,779-17.8% |
| Participant deferral / active EE | $8,729 | $6,799+28.4% | $6,426+35.8% | $5,609+55.6% |
| Admin fee / account holder | $1,082 | $10,916-90.1% | $9,284-88.3% | $10,827-90.0% |