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.)
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 | $18,648 | $102,317-81.8% | $146,958-87.3% | $80,856-76.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 21.91% | 134.76%-112.8pp | 418.34%-396.4pp | 35.59%-13.7pp |
| Employer contribution / active EE | $2,023 | $3,713-45.5% | $4,933-59.0% | $2,755-26.6% |
| Participant deferral / active EE | $4,347 | $6,644-34.6% | $8,070-46.1% | $4,296+1.2% |
| Admin fee / account holder | $1,254 | $7,941-84.2% | $12,998-90.4% | $6,918-81.9% |