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 | $2,191 | $49,915-95.6% | $154,803-98.6% | $74,304-97.1% |
| Participation rate | 80.0% | 54.0%+26.0pp | 78.1%+1.9pp | 60.3%+19.7pp |
| Annual return | 131.08% | 34.06%+97.0pp | 58.88%+72.2pp | 29.43%+101.7pp |
| Employer contribution / active EE | $304 | $1,611-81.1% | $4,305-92.9% | $2,241-86.4% |
| Participant deferral / active EE | $1,208 | $2,255-46.4% | $5,540-78.2% | $3,767-67.9% |
| Admin fee / account holder | $409 | $2,189-81.3% | $14,329-97.1% | $2,969-86.2% |