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 10-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 | $22,891 | $150,440-84.8% | $136,294-83.2% | $147,584-84.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | -0.17% | 1049.08%-1049.2pp | 5155.94%-5156.1pp | 578.55%-578.7pp |
| Employer contribution / active EE | $2,178 | $5,256-58.6% | $4,695-53.6% | $4,876-55.3% |
| Participant deferral / active EE | $8,963 | $6,630+35.2% | $6,247+43.5% | $5,439+64.8% |
| Admin fee / account holder | $1,845 | $10,905-83.1% | $9,243-80.0% | $10,885-83.0% |