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 4-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 | $2,827 | $106,543-97.3% | $91,220-96.9% | $134,475-97.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -75.88% | 160.60%-236.5pp | 114.01%-189.9pp | 417.96%-493.8pp |
| Employer contribution / active EE | $1,513 | $3,331-54.6% | $2,850-46.9% | $4,740-68.1% |
| Participant deferral / active EE | $1,895 | $4,719-59.8% | $4,234-55.2% | $6,400-70.4% |
| Admin fee / account holder | $426 | $6,231-93.2% | $5,420-92.1% | $11,426-96.3% |