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 | $13,879 | $65,561-78.8% | $86,188-83.9% | $75,163-81.5% |
| Participation rate | 72.5% | 60.5%+12.0pp | 69.0%+3.5pp | 67.2%+5.3pp |
| Annual return | 43.35% | 46.05%-2.7pp | 1168.45%-1125.1pp | 160.62%-117.3pp |
| Employer contribution / active EE | $2,206 | $1,553+42.1% | $2,380-7.3% | $2,670-17.4% |
| Participant deferral / active EE | $4,122 | $3,024+36.3% | $3,985+3.4% | $4,125-0.1% |
| Admin fee / account holder | $843 | $5,474-84.6% | $6,852-87.7% | $5,651-85.1% |