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 | $22,198 | $180,449-87.7% | $154,107-85.6% | $135,375-83.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.54% | 888.09%-898.6pp | 735.12%-745.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $7,082 | $6,035+17.4% | $5,298+33.7% | $4,779+48.2% |
| Participant deferral / active EE | $6,810 | $5,806+17.3% | $5,081+34.0% | $5,609+21.4% |
| Admin fee / account holder | $421 | $16,143-97.4% | $13,411-96.9% | $10,827-96.1% |