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 | $3,788 | $46,553-91.9% | $64,056-94.1% | $75,163-95.0% |
| Participation rate | 94.0% | 65.9%+28.1pp | 72.3%+21.7pp | 67.2%+26.8pp |
| Annual return | 46.91% | 26.03%+20.9pp | 33.69%+13.2pp | 160.62%-113.7pp |
| Employer contribution / active EE | $1,369 | $1,974-30.7% | $2,747-50.2% | $2,670-48.7% |
| Participant deferral / active EE | $1,538 | $2,837-45.8% | $3,880-60.4% | $4,125-62.7% |
| Admin fee / account holder | $376 | $2,952-87.3% | $3,068-87.7% | $5,651-93.3% |