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 | $6,602 | $175,202-96.2% | $149,673-95.6% | $139,434-95.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.60% | 166.71%-143.1pp | 134.42%-110.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,701 | $5,474-68.9% | $4,818-64.7% | $4,751-64.2% |
| Participant deferral / active EE | $3,237 | $6,519-50.3% | $5,680-43.0% | $6,710-51.8% |
| Admin fee / account holder | $1,598 | $16,150-90.1% | $13,210-87.9% | $11,403-86.0% |