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 | $14,510 | $138,044-89.5% | $125,339-88.4% | $134,475-89.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.40% | 750.33%-777.7pp | 572.05%-599.5pp | 417.96%-445.4pp |
| Employer contribution / active EE | $1,732 | $5,243-67.0% | $4,814-64.0% | $4,740-63.5% |
| Participant deferral / active EE | $8,402 | $7,799+7.7% | $7,446+12.8% | $6,400+31.3% |
| Admin fee / account holder | $1,967 | $11,571-83.0% | $10,010-80.3% | $11,426-82.8% |