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 | $22,207 | $104,475-78.7% | $159,436-86.1% | $79,386-72.0% |
| Participation rate | 87.0% | 76.6%+10.3pp | 82.8%+4.1pp | 70.7%+16.3pp |
| Annual return | -8.15% | 67.95%-76.1pp | 263.57%-271.7pp | 116.85%-125.0pp |
| Employer contribution / active EE | $3,940 | $3,417+15.3% | $4,829-18.4% | $2,427+62.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,072 | $711+50.7% | $10,799-90.1% | $626+71.1% |