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 | $11,928 | $183,519-93.5% | $155,509-92.3% | $145,922-91.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.32% | 61.17%-45.8pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,892 | $5,313-64.4% | $4,672-59.5% | $4,660-59.4% |
| Participant deferral / active EE | $3,005 | $6,462-53.5% | $5,626-46.6% | $6,688-55.1% |
| Admin fee / account holder | $1,357 | $19,313-93.0% | $15,912-91.5% | $13,397-89.9% |