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 | $5,510 | $126,574-95.6% | $106,213-94.8% | $145,922-96.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.27% | 224.79%-212.5pp | 116.14%-103.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,373 | $3,730-63.2% | $3,171-56.7% | $4,660-70.5% |
| Participant deferral / active EE | $2,800 | $5,724-51.1% | $5,016-44.2% | $6,688-58.1% |
| Admin fee / account holder | $461 | $17,304-97.3% | $11,033-95.8% | $13,397-96.6% |