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 5-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 | $4,430 | $190,805-97.7% | $159,960-97.2% | $134,475-96.7% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -23.17% | 552.23%-575.4pp | 408.60%-431.8pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,092 | $4,995-78.1% | $4,226-74.2% | $4,740-77.0% |
| Participant deferral / active EE | $2,838 | $6,923-59.0% | $6,182-54.1% | $6,400-55.7% |
| Admin fee / account holder | $1,635 | $10,471-84.4% | $8,698-81.2% | $11,426-85.7% |