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 | $21,258 | $125,758-83.1% | $169,993-87.5% | $75,163-71.7% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 143.61% | 27.20%+116.4pp | 53.37%+90.2pp | 160.62%-17.0pp |
| Employer contribution / active EE | $3,240 | $4,615-29.8% | $6,785-52.2% | $2,670+21.4% |
| Participant deferral / active EE | $8,020 | $6,837+17.3% | $10,408-22.9% | $4,125+94.4% |
| Admin fee / account holder | $754 | $8,173-90.8% | $12,815-94.1% | $5,651-86.7% |