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 | $13,643 | $165,984-91.8% | $164,813-91.7% | $145,922-90.7% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 14.23% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,428 | $5,273-72.9% | $4,341-67.1% | $4,660-69.4% |
| Participant deferral / active EE | $2,037 | $6,959-70.7% | $6,031-66.2% | $6,688-69.5% |
| Admin fee / account holder | $431 | $16,648-97.4% | $12,690-96.6% | $13,397-96.8% |