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 | $1,145 | $81,625-98.6% | $58,482-98.0% | $139,434-99.2% |
| Participation rate | 95.2% | 61.3%+33.9pp | 50.9%+44.4pp | 80.3%+14.9pp |
| Annual return | -19.74% | 7404.20%-7423.9pp | 4239.32%-4259.1pp | 372.94%-392.7pp |
| Employer contribution / active EE | $346 | $1,398-75.2% | $1,053-67.1% | $4,751-92.7% |
| Participant deferral / active EE | $508 | $2,557-80.1% | $1,924-73.6% | $6,710-92.4% |
| Admin fee / account holder | $392 | $3,265-88.0% | $2,516-84.4% | $11,403-96.6% |