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 5-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 | $8,849 | $57,281-84.6% | $86,612-89.8% | $75,163-88.2% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 24.72% | 2670.75%-2646.0pp | 591.07%-566.4pp | 160.62%-135.9pp |
| Employer contribution / active EE | $1,002 | $2,314-56.7% | $3,022-66.9% | $2,670-62.5% |
| Participant deferral / active EE | $2,218 | $3,318-33.1% | $4,438-50.0% | $4,125-46.2% |
| Admin fee / account holder | $1,206 | $4,112-70.7% | $5,614-78.5% | $5,651-78.7% |