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 7-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 | $8,163 | $138,044-94.1% | $125,339-93.5% | $134,475-93.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -45.56% | 750.33%-795.9pp | 572.05%-617.6pp | 417.96%-463.5pp |
| Employer contribution / active EE | $7,618 | $5,243+45.3% | $4,814+58.3% | $4,740+60.7% |
| Participant deferral / active EE | $2,653 | $7,799-66.0% | $7,446-64.4% | $6,400-58.5% |
| Admin fee / account holder | $1,366 | $11,571-88.2% | $10,010-86.3% | $11,426-88.0% |