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 9-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 | $8,191 | $138,065-94.1% | $123,544-93.4% | $135,375-93.9% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -45.94% | 153.68%-199.6pp | 119.20%-165.1pp | 519.73%-565.7pp |
| Employer contribution / active EE | $1,370 | $5,151-73.4% | $4,628-70.4% | $4,779-71.3% |
| Participant deferral / active EE | $4,310 | $6,799-36.6% | $6,426-32.9% | $5,609-23.2% |
| Admin fee / account holder | $965 | $10,916-91.2% | $9,284-89.6% | $10,827-91.1% |