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 9-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 | $4,282 | $58,927-92.7% | $76,817-94.4% | $72,985-94.1% |
| Participation rate | 83.1% | 67.3%+15.7pp | 72.1%+11.0pp | 69.5%+13.6pp |
| Annual return | 18.61% | 2305.64%-2287.0pp | 1166.11%-1147.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $402 | $1,787-77.5% | $2,302-82.5% | $2,440-83.5% |
| Participant deferral / active EE | $1,234 | $2,690-54.1% | $3,336-63.0% | $3,607-65.8% |
| Admin fee / account holder | $1,038 | $4,013-74.1% | $6,420-83.8% | $5,124-79.7% |