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 | $9,639 | $183,519-94.7% | $155,509-93.8% | $145,922-93.4% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 18.78% | 61.17%-42.4pp | 64.67%-45.9pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,536 | $5,313-71.1% | $4,672-67.1% | $4,660-67.0% |
| Participant deferral / active EE | $1,896 | $6,462-70.7% | $5,626-66.3% | $6,688-71.7% |
| Admin fee / account holder | $859 | $19,313-95.6% | $15,912-94.6% | $13,397-93.6% |