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 7-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 | $4,700 | $59,186-92.1% | $76,768-93.9% | $56,287-91.6% |
| Participation rate | 87.1% | 75.2%+11.9pp | 77.0%+10.2pp | 69.9%+17.3pp |
| Annual return | 139.51% | 6.62%+132.9pp | 2.43%+137.1pp | -9.96%+149.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,563 | $3,255-52.0% | $3,852-59.4% | $3,350-53.3% |
| Admin fee / account holder | $324 | $489-33.8% | $6,675-95.1% | $521-37.8% |