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 | $3,834 | $105,860-96.4% | $90,749-95.8% | $134,475-97.1% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -44.16% | -11.01%-33.2pp | -12.16%-32.0pp | 417.96%-462.1pp |
| Employer contribution / active EE | $1,951 | $3,462-43.6% | $2,921-33.2% | $4,740-58.8% |
| Participant deferral / active EE | $2,529 | $5,216-51.5% | $4,564-44.6% | $6,400-60.5% |
| Admin fee / account holder | $755 | $13,938-94.6% | $8,445-91.1% | $11,426-93.4% |