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 8-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 | $26,124 | $209,411-87.5% | $178,490-85.4% | $158,922-83.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -5.14% | 188.75%-193.9pp | 151.07%-156.2pp | 302.83%-308.0pp |
| Employer contribution / active EE | $2,166 | $5,706-62.0% | $5,011-56.8% | $4,761-54.5% |
| Participant deferral / active EE | $2,627 | $5,954-55.9% | $5,202-49.5% | $5,982-56.1% |
| Admin fee / account holder | $440 | $17,074-97.4% | $13,984-96.9% | $11,246-96.1% |