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 | $12,080 | $80,812-85.1% | $160,784-92.5% | $82,448-85.3% |
| Participation rate | 94.7% | 66.2%+28.5pp | 77.0%+17.8pp | 68.1%+26.7pp |
| Annual return | 24.00% | 100.59%-76.6pp | 1803.92%-1779.9pp | 41.64%-17.6pp |
| Employer contribution / active EE | $2,433 | $2,174+11.9% | $3,733-34.8% | $2,551-4.6% |
| Participant deferral / active EE | $3,876 | $4,335-10.6% | $6,293-38.4% | $4,139-6.4% |
| Admin fee / account holder | $938 | $7,695-87.8% | $9,717-90.3% | $7,234-87.0% |