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 3-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 | $16,216 | $89,753-81.9% | $107,525-84.9% | $84,808-80.9% |
| Participation rate | 72.1% | 68.1%+4.0pp | 75.1%-3.0pp | 68.3%+3.8pp |
| Annual return | -90.16% | 29.48%-119.6pp | 181.32%-271.5pp | 40.90%-131.1pp |
| Employer contribution / active EE | $8,182 | $3,113+162.8% | $3,754+118.0% | $2,631+211.0% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,574 | $7,222-9.0% | $8,919-26.3% | $7,344-10.5% |