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 | $16,867 | $82,664-79.6% | $125,339-86.5% | $68,494-75.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -31.36% | -5.97%-25.4pp | 572.05%-603.4pp | -7.84%-23.5pp |
| Employer contribution / active EE | $7,684 | $3,381+127.3% | $4,814+59.6% | $2,596+195.9% |
| Participant deferral / active EE | $7,501 | $6,110+22.8% | $7,446+0.7% | $4,027+86.3% |
| Admin fee / account holder | $913 | $6,275-85.4% | $10,010-90.9% | $5,403-83.1% |