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 | $3,221 | $67,331-95.2% | $60,874-94.7% | $134,475-97.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -50.34% | 49.93%-100.3pp | 16.90%-67.2pp | 417.96%-468.3pp |
| Employer contribution / active EE | $1,325 | $3,096-57.2% | $2,701-50.9% | $4,740-72.0% |
| Participant deferral / active EE | $2,916 | $4,538-35.7% | $3,817-23.6% | $6,400-54.4% |
| Admin fee / account holder | $384 | $4,582-91.6% | $3,224-88.1% | $11,426-96.6% |