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 | $4,189 | $85,022-95.1% | $70,515-94.1% | $139,434-97.0% |
| Participation rate | 89.5% | 73.9%+15.6pp | 68.3%+21.1pp | 80.3%+9.2pp |
| Annual return | 29.75% | 30.38%-0.6pp | 32.77%-3.0pp | 372.94%-343.2pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,537 | $5,890-6.0% | $4,567+21.2% | $6,710-17.5% |
| Admin fee / account holder | $467 | $8,906-94.8% | $6,412-92.7% | $11,403-95.9% |