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 4-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 | $1,420 | $57,281-97.5% | $86,612-98.4% | $75,163-98.1% |
| Participation rate | 80.8% | 63.2%+17.6pp | 71.7%+9.1pp | 67.2%+13.6pp |
| Annual return | -22.09% | 2670.75%-2692.8pp | 591.07%-613.2pp | 160.62%-182.7pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $877 | $3,318-73.6% | $4,438-80.2% | $4,125-78.7% |
| Admin fee / account holder | $493 | $4,112-88.0% | $5,614-91.2% | $5,651-91.3% |