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 | $8,196 | $99,640-91.8% | $86,436-90.5% | $134,475-93.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.86% | 6782.58%-6806.4pp | 4394.89%-4418.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $3,469 | $4,400-21.2% | $3,769-7.9% | $4,740-26.8% |
| Participant deferral / active EE | $3,955 | $7,246-45.4% | $6,952-43.1% | $6,400-38.2% |
| Admin fee / account holder | $725 | $8,371-91.3% | $6,731-89.2% | $11,426-93.7% |