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 | $4,583 | $180,749-97.5% | $160,784-97.1% | $137,256-96.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.29% | 2234.46%-2219.2pp | 1803.92%-1788.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $499 | $4,155-88.0% | $3,733-86.6% | $4,156-88.0% |
| Participant deferral / active EE | $1,205 | $6,844-82.4% | $6,293-80.9% | $6,407-81.2% |
| Admin fee / account holder | $837 | $10,397-92.0% | $9,717-91.4% | $12,270-93.2% |