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 | $5,873 | $115,708-94.9% | $65,255-91.0% | $139,434-95.8% |
| Participation rate | 95.5% | 67.8%+27.6pp | 65.0%+30.5pp | 80.3%+15.1pp |
| Annual return | -131.97% | 31.19%-163.2pp | 47.35%-179.3pp | 372.94%-504.9pp |
| Employer contribution / active EE | $2,376 | $2,599-8.6% | $1,691+40.5% | $4,751-50.0% |
| Participant deferral / active EE | $3,643 | $4,240-14.1% | $2,831+28.7% | $6,710-45.7% |
| Admin fee / account holder | $2,251 | $6,698-66.4% | $4,112-45.3% | $11,403-80.3% |