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 | $9,200 | $102,317-91.0% | $146,958-93.7% | $80,856-88.6% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 67.07% | 134.76%-67.7pp | 418.34%-351.3pp | 35.59%+31.5pp |
| Employer contribution / active EE | $1,668 | $3,713-55.1% | $4,933-66.2% | $2,755-39.4% |
| Participant deferral / active EE | $3,159 | $6,644-52.4% | $8,070-60.9% | $4,296-26.5% |
| Admin fee / account holder | $334 | $7,941-95.8% | $12,998-97.4% | $6,918-95.2% |