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 5-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 | $6,083 | $152,509-96.0% | $117,472-94.8% | $134,475-95.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -109.71% | 52.99%-162.7pp | 29.74%-139.5pp | 417.96%-527.7pp |
| Employer contribution / active EE | $3,020 | $5,571-45.8% | $4,176-27.7% | $4,740-36.3% |
| Participant deferral / active EE | $7,770 | $4,818+61.3% | $4,070+90.9% | $6,400+21.4% |
| Admin fee / account holder | $1,266 | $7,004-81.9% | $5,645-77.6% | $11,426-88.9% |