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 | $4,603 | $43,723-89.5% | $121,196-96.2% | $64,186-92.8% |
| Participation rate | 95.2% | 58.3%+36.9pp | 71.7%+23.5pp | 69.6%+25.7pp |
| Annual return | -14.15% | 68.91%-83.1pp | 16.93%-31.1pp | 7.63%-21.8pp |
| Employer contribution / active EE | $1,175 | $1,296-9.4% | $4,022-70.8% | $2,381-50.6% |
| Participant deferral / active EE | $1,872 | $2,280-17.9% | $3,344-44.0% | $3,470-46.0% |
| Admin fee / account holder | $653 | $3,501-81.4% | $5,019-87.0% | $4,888-86.6% |