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 6-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 | $12,651 | $159,901-92.1% | $146,958-91.4% | $145,922-91.3% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 24.16% | 98.13%-74.0pp | 418.34%-394.2pp | 561.29%-537.1pp |
| Employer contribution / active EE | $1,620 | $5,286-69.4% | $4,933-67.2% | $4,660-65.2% |
| Participant deferral / active EE | $4,160 | $8,428-50.6% | $8,070-48.5% | $6,688-37.8% |
| Admin fee / account holder | $415 | $15,044-97.2% | $12,998-96.8% | $13,397-96.9% |