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 3-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 | $14,228 | $163,101-91.3% | $136,749-89.6% | $142,382-90.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | -29.47% | 27.54%-57.0pp | 24.33%-53.8pp | 217.08%-246.5pp |
| Employer contribution / active EE | $3,616 | $4,117-12.2% | $3,400+6.4% | $4,299-15.9% |
| Participant deferral / active EE | $3,616 | $5,585-35.3% | $4,692-22.9% | $6,507-44.4% |
| Admin fee / account holder | $4,398 | $14,318-69.3% | $11,386-61.4% | $12,624-65.2% |