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 4-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 | $4,295 | $69,207-93.8% | $64,056-93.3% | $139,434-96.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | -18.01% | 45.88%-63.9pp | 33.69%-51.7pp | 372.94%-391.0pp |
| Employer contribution / active EE | $1,624 | $3,182-49.0% | $2,747-40.9% | $4,751-65.8% |
| Participant deferral / active EE | $1,909 | $4,682-59.2% | $3,880-50.8% | $6,710-71.6% |
| Admin fee / account holder | $1,783 | $4,244-58.0% | $3,068-41.9% | $11,403-84.4% |