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 9-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 | $11,172 | $138,065-91.9% | $123,544-91.0% | $135,375-91.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.78% | 153.68%-174.5pp | 119.20%-140.0pp | 519.73%-540.5pp |
| Employer contribution / active EE | $2,928 | $5,151-43.2% | $4,628-36.7% | $4,779-38.7% |
| Participant deferral / active EE | $4,467 | $6,799-34.3% | $6,426-30.5% | $5,609-20.4% |
| Admin fee / account holder | $513 | $10,916-95.3% | $9,284-94.5% | $10,827-95.3% |