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 6-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 | $16,305 | $82,664-80.3% | $125,339-87.0% | $68,494-76.2% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -21.55% | -5.97%-15.6pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,842 | $3,381-15.9% | $4,814-41.0% | $2,596+9.5% |
| Participant deferral / active EE | $7,942 | $6,110+30.0% | $7,446+6.7% | $4,027+97.2% |
| Admin fee / account holder | $1,375 | $6,275-78.1% | $10,010-86.3% | $5,403-74.6% |