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 | $15,461 | $105,998-85.4% | $92,233-83.2% | $147,584-89.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.47% | 50.05%-46.6pp | 176.28%-172.8pp | 578.55%-575.1pp |
| Employer contribution / active EE | $8,084 | $4,333+86.6% | $3,679+119.7% | $4,876+65.8% |
| Participant deferral / active EE | $3,174 | $4,478-29.1% | $3,897-18.5% | $5,439-41.6% |
| Admin fee / account holder | $847 | $6,332-86.6% | $5,194-83.7% | $10,885-92.2% |