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 | $5,771 | $202,432-97.1% | $169,368-96.6% | $139,434-95.9% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 84.09% | 531.74%-447.7pp | 405.60%-321.5pp | 372.94%-288.9pp |
| Employer contribution / active EE | $1,671 | $4,692-64.4% | $4,013-58.3% | $4,751-64.8% |
| Participant deferral / active EE | $2,230 | $6,938-67.9% | $6,221-64.2% | $6,710-66.8% |
| Admin fee / account holder | $543 | $10,708-94.9% | $9,003-94.0% | $11,403-95.2% |