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 | $15,183 | $52,519-71.1% | $155,790-90.3% | $59,632-74.5% |
| Participation rate | 94.3% | 61.7%+32.6pp | 76.1%+18.2pp | 68.7%+25.7pp |
| Annual return | -3.55% | 53.51%-57.1pp | 71.54%-75.1pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $1,592 | $1,589+0.2% | $3,836-58.5% | $2,203-27.7% |
| Participant deferral / active EE | $2,488 | $3,084-19.4% | $4,797-48.1% | $3,192-22.1% |
| Admin fee / account holder | $1,930 | $3,540-45.5% | $7,478-74.2% | $4,297-55.1% |