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 9-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 | $10,520 | $138,065-92.4% | $123,544-91.5% | $135,375-92.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -10.67% | 153.68%-164.4pp | 119.20%-129.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,950 | $5,151-62.2% | $4,628-57.9% | $4,779-59.2% |
| Participant deferral / active EE | $4,190 | $6,799-38.4% | $6,426-34.8% | $5,609-25.3% |
| Admin fee / account holder | $599 | $10,916-94.5% | $9,284-93.5% | $10,827-94.5% |