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 | $1,850 | $121,625-98.5% | $104,607-98.2% | $158,922-98.8% |
| Participation rate | 73.9% | 77.5%-3.6pp | 74.1%-0.2pp | 82.0%-8.0pp |
| Annual return | -2.52% | 465.26%-467.8pp | 340.46%-343.0pp | 302.83%-305.3pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $744 | $4,177-82.2% | $3,740-80.1% | $5,982-87.6% |
| Admin fee / account holder | $303 | $7,787-96.1% | $6,473-95.3% | $11,246-97.3% |