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 | $10,868 | $102,317-89.4% | $146,958-92.6% | $80,856-86.6% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 56.24% | 134.76%-78.5pp | 418.34%-362.1pp | 35.59%+20.6pp |
| Employer contribution / active EE | $3,254 | $3,713-12.4% | $4,933-34.0% | $2,755+18.1% |
| Participant deferral / active EE | $6,627 | $6,644-0.2% | $8,070-17.9% | $4,296+54.3% |
| Admin fee / account holder | $315 | $7,941-96.0% | $12,998-97.6% | $6,918-95.4% |