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.)
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 | $4,510 | $56,114-92.0% | $96,139-95.3% | $85,850-94.7% |
| Participation rate | 94.0% | 56.7%+37.3pp | 68.4%+25.6pp | 69.3%+24.7pp |
| Annual return | 21.71% | 42.30%-20.6pp | 191.94%-170.2pp | 318.53%-296.8pp |
| Employer contribution / active EE | $1,538 | $1,620-5.0% | $2,797-45.0% | $2,565-40.0% |
| Participant deferral / active EE | $2,850 | $2,859-0.3% | $4,349-34.5% | $3,952-27.9% |
| Admin fee / account holder | $333 | $3,768-91.2% | $5,537-94.0% | $6,260-94.7% |