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 6-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 | $9,782 | $142,344-93.1% | $119,609-91.8% | $134,475-92.7% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -66.99% | -12.44%-54.6pp | -14.97%-52.0pp | 417.96%-485.0pp |
| Employer contribution / active EE | $1,567 | $5,222-70.0% | $4,232-63.0% | $4,740-66.9% |
| Participant deferral / active EE | $6,776 | $6,469+4.7% | $5,602+21.0% | $6,400+5.9% |
| Admin fee / account holder | $425 | $13,584-96.9% | $10,323-95.9% | $11,426-96.3% |