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 | $14,948 | $176,056-91.5% | $159,436-90.6% | $167,490-91.1% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 62.48% | 331.75%-269.3pp | 263.57%-201.1pp | 478.56%-416.1pp |
| Employer contribution / active EE | $1,450 | $5,297-72.6% | $4,829-70.0% | $4,837-70.0% |
| Participant deferral / active EE | $6,200 | $7,750-20.0% | $7,352-15.7% | $6,341-2.2% |
| Admin fee / account holder | $468 | $12,554-96.3% | $10,799-95.7% | $12,309-96.2% |