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 | $3,196 | $82,664-96.1% | $125,339-97.5% | $68,494-95.3% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -26.34% | -5.97%-20.4pp | 572.05%-598.4pp | -7.84%-18.5pp |
| Employer contribution / active EE | $1,202 | $3,381-64.5% | $4,814-75.0% | $2,596-53.7% |
| Participant deferral / active EE | $2,781 | $6,110-54.5% | $7,446-62.7% | $4,027-30.9% |
| Admin fee / account holder | $677 | $6,275-89.2% | $10,010-93.2% | $5,403-87.5% |