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 | $7,148 | $142,344-95.0% | $119,609-94.0% | $134,475-94.7% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.3pp |
| Annual return | -26.65% | -12.44%-14.2pp | -14.97%-11.7pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,496 | $5,222-71.4% | $4,232-64.6% | $4,740-68.4% |
| Participant deferral / active EE | $2,576 | $6,469-60.2% | $5,602-54.0% | $6,400-59.7% |
| Admin fee / account holder | $619 | $13,584-95.4% | $10,323-94.0% | $11,426-94.6% |