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 8-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 | $7,423 | $97,757-92.4% | $83,848-91.1% | $135,375-94.5% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -21.77% | 1287.37%-1309.1pp | 850.88%-872.6pp | 519.73%-541.5pp |
| Employer contribution / active EE | $2,269 | $4,222-46.3% | $3,631-37.5% | $4,779-52.5% |
| Participant deferral / active EE | $4,568 | $4,682-2.4% | $4,082+11.9% | $5,609-18.6% |
| Admin fee / account holder | $579 | $6,674-91.3% | $5,478-89.4% | $10,827-94.7% |