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 | $6,312 | $63,861-90.1% | $104,607-94.0% | $79,858-92.1% |
| Participation rate | 78.6% | 64.9%+13.6pp | 74.1%+4.5pp | 69.6%+8.9pp |
| Annual return | 284.61% | 21.30%+263.3pp | 340.46%-55.9pp | 31.71%+252.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,811 | $2,693-32.8% | $3,740-51.6% | $3,740-51.6% |
| Admin fee / account holder | $420 | $4,185-90.0% | $6,473-93.5% | $5,306-92.1% |