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 7-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 | $251 | $177,572-99.9% | $154,803-99.8% | $142,382-99.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -99.80% | 65.07%-164.9pp | 58.88%-158.7pp | 217.08%-316.9pp |
| Employer contribution / active EE | $2,923 | $4,810-39.2% | $4,305-32.1% | $4,299-32.0% |
| Participant deferral / active EE | $8,867 | $6,272+41.4% | $5,540+60.0% | $6,507+36.3% |
| Admin fee / account holder | $6,818 | $16,786-59.4% | $14,329-52.4% | $12,624-46.0% |