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 | $7,045 | $95,971-92.7% | $74,550-90.5% | $135,375-94.8% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -22.98% | 56.96%-79.9pp | 32.53%-55.5pp | 519.73%-542.7pp |
| Employer contribution / active EE | $2,302 | $2,716-15.2% | $1,961+17.4% | $4,779-51.8% |
| Participant deferral / active EE | $2,996 | $3,843-22.1% | $3,108-3.6% | $5,609-46.6% |
| Admin fee / account holder | $670 | $6,522-89.7% | $5,060-86.8% | $10,827-93.8% |