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 | $10,055 | $133,958-92.5% | $112,228-91.0% | $134,475-92.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -22.19% | 47.11%-69.3pp | 27.45%-49.6pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,948 | $4,038-51.8% | $3,635-46.4% | $4,740-58.9% |
| Participant deferral / active EE | $3,588 | $5,291-32.2% | $4,728-24.1% | $6,400-43.9% |
| Admin fee / account holder | $349 | $7,489-95.3% | $6,410-94.6% | $11,426-96.9% |