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 | $5,352 | $82,286-93.5% | $68,791-92.2% | $134,475-96.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -58.37% | -2.19%-56.2pp | -6.38%-52.0pp | 417.96%-476.3pp |
| Employer contribution / active EE | $1,786 | $3,301-45.9% | $2,655-32.7% | $4,740-62.3% |
| Participant deferral / active EE | $3,158 | $4,739-33.3% | $3,941-19.9% | $6,400-50.6% |
| Admin fee / account holder | $1,762 | $6,481-72.8% | $4,932-64.3% | $11,426-84.6% |