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 | $10,652 | $97,757-89.1% | $83,848-87.3% | $135,375-92.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -15.54% | 1287.37%-1302.9pp | 850.88%-866.4pp | 519.73%-535.3pp |
| Employer contribution / active EE | $2,381 | $4,222-43.6% | $3,631-34.4% | $4,779-50.2% |
| Participant deferral / active EE | $6,630 | $4,682+41.6% | $4,082+62.4% | $5,609+18.2% |
| Admin fee / account holder | $549 | $6,674-91.8% | $5,478-90.0% | $10,827-94.9% |