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 | $14,605 | $138,044-89.4% | $125,339-88.3% | $134,475-89.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -23.21% | 750.33%-773.5pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $3,603 | $5,243-31.3% | $4,814-25.1% | $4,740-24.0% |
| Participant deferral / active EE | $5,812 | $7,799-25.5% | $7,446-21.9% | $6,400-9.2% |
| Admin fee / account holder | $951 | $11,571-91.8% | $10,010-90.5% | $11,426-91.7% |