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 | $3,067 | $109,982-97.2% | $97,226-96.8% | $145,922-97.9% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | -36.85% | 242.90%-279.8pp | 75.13%-112.0pp | 561.29%-598.1pp |
| Employer contribution / active EE | $647 | $3,084-79.0% | $2,729-76.3% | $4,660-86.1% |
| Participant deferral / active EE | $868 | $4,676-81.4% | $4,264-79.6% | $6,688-87.0% |
| Admin fee / account holder | $969 | $6,221-84.4% | $5,654-82.9% | $13,397-92.8% |