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 | $14,610 | $91,538-84.0% | $129,995-88.8% | $75,163-80.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.84% | -631.11%+643.0pp | -137.18%+149.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,317 | $2,845-53.7% | $4,320-69.5% | $2,670-50.7% |
| Participant deferral / active EE | $2,356 | $4,341-45.7% | $5,820-59.5% | $4,125-42.9% |
| Admin fee / account holder | $618 | $6,790-90.9% | $10,614-94.2% | $5,651-89.1% |