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 | $11,891 | $159,901-92.6% | $146,958-91.9% | $145,922-91.9% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.1pp | 80.3%+3.9pp |
| Annual return | 20.98% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,687 | $5,286-68.1% | $4,933-65.8% | $4,660-63.8% |
| Participant deferral / active EE | $2,909 | $8,428-65.5% | $8,070-64.0% | $6,688-56.5% |
| Admin fee / account holder | $1,199 | $15,044-92.0% | $12,998-90.8% | $13,397-91.1% |