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 | $28,477 | $160,055-82.2% | $140,016-79.7% | $135,375-79.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.26% | 911.38%-921.6pp | 651.12%-661.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $12,744 | $6,420+98.5% | $5,606+127.3% | $4,779+166.7% |
| Participant deferral / active EE | $13,727 | $7,642+79.6% | $6,927+98.2% | $5,609+144.7% |
| Admin fee / account holder | $401 | $13,328-97.0% | $10,705-96.3% | $10,827-96.3% |