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 | $23,772 | $180,449-86.8% | $154,107-84.6% | $135,375-82.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -17.80% | 888.09%-905.9pp | 735.12%-752.9pp | 519.73%-537.5pp |
| Employer contribution / active EE | $4,995 | $6,035-17.2% | $5,298-5.7% | $4,779+4.5% |
| Participant deferral / active EE | $4,672 | $5,806-19.5% | $5,081-8.0% | $5,609-16.7% |
| Admin fee / account holder | $1,098 | $16,143-93.2% | $13,411-91.8% | $10,827-89.9% |