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.)
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 | $3,517 | $158,398-97.8% | $126,539-97.2% | $142,382-97.5% |
| Participation rate | 95.8% | 75.8%+20.0pp | 69.8%+26.0pp | 80.1%+15.7pp |
| Annual return | 22.29% | 593.76%-571.5pp | 425.95%-403.7pp | 217.08%-194.8pp |
| Employer contribution / active EE | $847 | $4,650-81.8% | $3,674-76.9% | $4,299-80.3% |
| Participant deferral / active EE | $849 | $4,767-82.2% | $4,083-79.2% | $6,507-87.0% |
| Admin fee / account holder | $914 | $6,918-86.8% | $6,065-84.9% | $12,624-92.8% |