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 4-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 | $4,481 | $99,877-95.5% | $84,966-94.7% | $145,922-96.9% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | -33.65% | 83.76%-117.4pp | 66.38%-100.0pp | 561.29%-594.9pp |
| Employer contribution / active EE | $398 | $3,231-87.7% | $2,727-85.4% | $4,660-91.5% |
| Participant deferral / active EE | $2,420 | $5,291-54.3% | $4,519-46.5% | $6,688-63.8% |
| Admin fee / account holder | $1,470 | $7,248-79.7% | $6,149-76.1% | $13,397-89.0% |