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 | $14,830 | $180,449-91.8% | $154,107-90.4% | $135,375-89.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -21.34% | 888.09%-909.4pp | 735.12%-756.5pp | 519.73%-541.1pp |
| Employer contribution / active EE | $1,929 | $6,035-68.0% | $5,298-63.6% | $4,779-59.6% |
| Participant deferral / active EE | $7,982 | $5,806+37.5% | $5,081+57.1% | $5,609+42.3% |
| Admin fee / account holder | $2,176 | $16,143-86.5% | $13,411-83.8% | $10,827-79.9% |