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 6-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 | $4,766 | $72,400-93.4% | $67,502-92.9% | $145,922-96.7% |
| Participation rate | 95.7% | 76.9%+18.8pp | 72.9%+22.8pp | 80.3%+15.4pp |
| Annual return | 12.38% | 7182.46%-7170.1pp | 3512.12%-3499.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,041 | $4,783-57.3% | $4,000-49.0% | $6,688-69.5% |
| Admin fee / account holder | $1,600 | $5,539-71.1% | $3,998-60.0% | $13,397-88.1% |