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 | $4,294 | $82,664-94.8% | $125,339-96.6% | $68,494-93.7% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -43.42% | -5.97%-37.4pp | 572.05%-615.5pp | -7.84%-35.6pp |
| Employer contribution / active EE | $2,177 | $3,381-35.6% | $4,814-54.8% | $2,596-16.1% |
| Participant deferral / active EE | $4,317 | $6,110-29.3% | $7,446-42.0% | $4,027+7.2% |
| Admin fee / account holder | $917 | $6,275-85.4% | $10,010-90.8% | $5,403-83.0% |