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 | $5,509 | $189,613-97.1% | $167,512-96.7% | $142,382-96.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | -24.03% | 2024.68%-2048.7pp | 1615.79%-1639.8pp | 217.08%-241.1pp |
| Employer contribution / active EE | $1,631 | $4,349-62.5% | $3,882-58.0% | $4,299-62.1% |
| Participant deferral / active EE | $1,631 | $6,981-76.6% | $6,405-74.5% | $6,507-74.9% |
| Admin fee / account holder | $1,474 | $10,528-86.0% | $9,769-84.9% | $12,624-88.3% |