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 5-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 | $3,763 | $149,040-97.5% | $120,225-96.9% | $137,256-97.3% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 21.39% | 605.68%-584.3pp | 439.23%-417.8pp | 220.34%-198.9pp |
| Employer contribution / active EE | $478 | $4,350-89.0% | $3,475-86.2% | $4,156-88.5% |
| Participant deferral / active EE | $478 | $4,655-89.7% | $3,999-88.0% | $6,407-92.5% |
| Admin fee / account holder | $676 | $6,348-89.4% | $5,696-88.1% | $12,270-94.5% |