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 | $5,700 | $48,230-88.2% | $67,502-91.6% | $80,856-93.0% |
| Participation rate | 93.9% | 66.4%+27.6pp | 72.9%+21.1pp | 67.6%+26.3pp |
| Annual return | 141.24% | 18.28%+123.0pp | 3512.12%-3370.9pp | 35.59%+105.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,523 | $2,924-47.9% | $4,000-61.9% | $4,296-64.5% |
| Admin fee / account holder | $626 | $3,681-83.0% | $3,998-84.3% | $6,918-90.9% |