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 | $15,298 | $160,055-90.4% | $140,016-89.1% | $135,375-88.7% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.5%-3.3pp | 82.6%+1.6pp |
| Annual return | -11.53% | 911.38%-922.9pp | 651.12%-662.6pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,803 | $6,420-56.3% | $5,606-50.0% | $4,779-41.3% |
| Participant deferral / active EE | $4,065 | $7,642-46.8% | $6,927-41.3% | $5,609-27.5% |
| Admin fee / account holder | $1,252 | $13,328-90.6% | $10,705-88.3% | $10,827-88.4% |