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 5-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 | $8,984 | $138,044-93.5% | $125,339-92.8% | $134,475-93.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -30.11% | 750.33%-780.4pp | 572.05%-602.2pp | 417.96%-448.1pp |
| Employer contribution / active EE | $1,675 | $5,243-68.1% | $4,814-65.2% | $4,740-64.7% |
| Participant deferral / active EE | $5,424 | $7,799-30.5% | $7,446-27.2% | $6,400-15.3% |
| Admin fee / account holder | $1,634 | $11,571-85.9% | $10,010-83.7% | $11,426-85.7% |