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 | $7,372 | $138,044-94.7% | $125,339-94.1% | $134,475-94.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -72.83% | 750.33%-823.2pp | 572.05%-644.9pp | 417.96%-490.8pp |
| Employer contribution / active EE | $2,167 | $5,243-58.7% | $4,814-55.0% | $4,740-54.3% |
| Participant deferral / active EE | $7,125 | $7,799-8.6% | $7,446-4.3% | $6,400+11.3% |
| Admin fee / account holder | $2,239 | $11,571-80.6% | $10,010-77.6% | $11,426-80.4% |