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 | $9,981 | $154,117-93.5% | $129,995-92.3% | $139,434-92.8% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 25.61% | 32.48%-6.9pp | -137.18%+162.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,528 | $5,289-71.1% | $4,320-64.6% | $4,751-67.8% |
| Participant deferral / active EE | $3,163 | $6,710-52.9% | $5,820-45.7% | $6,710-52.9% |
| Admin fee / account holder | $796 | $14,007-94.3% | $10,614-92.5% | $11,403-93.0% |