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 | $7,617 | $152,509-95.0% | $117,472-93.5% | $134,475-94.3% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -26.13% | 52.99%-79.1pp | 29.74%-55.9pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,347 | $5,571-57.9% | $4,176-43.8% | $4,740-50.5% |
| Participant deferral / active EE | $5,658 | $4,818+17.4% | $4,070+39.0% | $6,400-11.6% |
| Admin fee / account holder | $941 | $7,004-86.6% | $5,645-83.3% | $11,426-91.8% |