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 | $26,134 | $180,449-85.5% | $154,107-83.0% | $135,375-80.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.66% | 888.09%-901.8pp | 735.12%-748.8pp | 519.73%-533.4pp |
| Employer contribution / active EE | $11,153 | $6,035+84.8% | $5,298+110.5% | $4,779+133.4% |
| Participant deferral / active EE | $6,425 | $5,806+10.7% | $5,081+26.5% | $5,609+14.6% |
| Admin fee / account holder | $615 | $16,143-96.2% | $13,411-95.4% | $10,827-94.3% |