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 | $14,388 | $138,044-89.6% | $125,339-88.5% | $134,475-89.3% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -21.45% | 750.33%-771.8pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,381 | $5,243-73.7% | $4,814-71.3% | $4,740-70.9% |
| Participant deferral / active EE | $3,797 | $7,799-51.3% | $7,446-49.0% | $6,400-40.7% |
| Admin fee / account holder | $1,000 | $11,571-91.4% | $10,010-90.0% | $11,426-91.2% |