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 | $11,688 | $59,101-80.2% | $77,163-84.9% | $75,163-84.4% |
| Participation rate | 93.4% | 63.9%+29.6pp | 69.6%+23.9pp | 67.2%+26.3pp |
| Annual return | 47.76% | 26.71%+21.1pp | 37.87%+9.9pp | 160.62%-112.9pp |
| Employer contribution / active EE | $2,965 | $1,995+48.6% | $2,535+17.0% | $2,670+11.1% |
| Participant deferral / active EE | $5,390 | $2,999+79.7% | $3,833+40.6% | $4,125+30.7% |
| Admin fee / account holder | $301 | $4,774-93.7% | $5,472-94.5% | $5,651-94.7% |