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 9-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 | $11,004 | $95,193-88.4% | $76,523-85.6% | $135,375-91.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -71.32% | 4.85%-76.2pp | -0.27%-71.1pp | 519.73%-591.1pp |
| Employer contribution / active EE | $2,993 | $3,302-9.4% | $2,647+13.0% | $4,779-37.4% |
| Participant deferral / active EE | $6,143 | $4,639+32.4% | $3,835+60.2% | $5,609+9.5% |
| Admin fee / account holder | $366 | $6,249-94.1% | $4,848-92.5% | $10,827-96.6% |