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 3-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 | $5,633 | $114,381-95.1% | $107,525-94.8% | $142,382-96.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | -9.15% | 242.71%-251.9pp | 181.32%-190.5pp | 217.08%-226.2pp |
| Employer contribution / active EE | $2,108 | $4,015-47.5% | $3,754-43.8% | $4,299-51.0% |
| Participant deferral / active EE | $1,686 | $5,564-69.7% | $5,116-67.0% | $6,507-74.1% |
| Admin fee / account holder | $3,520 | $9,860-64.3% | $8,919-60.5% | $12,624-72.1% |