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 | $2,700 | $70,756-96.2% | $65,493-95.9% | $142,382-98.1% |
| Participation rate | 92.9% | 77.4%+15.5pp | 73.1%+19.8pp | 80.1%+12.7pp |
| Annual return | 13.97% | 1754.89%-1740.9pp | 982.45%-968.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $581 | $2,881-79.8% | $2,574-77.4% | $4,299-86.5% |
| Participant deferral / active EE | $940 | $4,637-79.7% | $3,961-76.3% | $6,507-85.6% |
| Admin fee / account holder | $1,785 | $6,559-72.8% | $5,028-64.5% | $12,624-85.9% |