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 | $9,299 | $148,534-93.7% | $135,903-93.2% | $139,434-93.3% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 106.96% | 79.19%+27.8pp | 68.23%+38.7pp | 372.94%-266.0pp |
| Employer contribution / active EE | $2,315 | $5,243-55.9% | $4,856-52.3% | $4,751-51.3% |
| Participant deferral / active EE | $4,492 | $8,100-44.5% | $7,758-42.1% | $6,710-33.1% |
| Admin fee / account holder | $711 | $12,400-94.3% | $10,762-93.4% | $11,403-93.8% |