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 | $8,099 | $59,417-86.4% | $93,606-91.3% | $74,495-89.1% |
| Participation rate | 89.1% | 59.7%+29.5pp | 68.7%+20.4pp | 67.2%+21.9pp |
| Annual return | 15.55% | 81.83%-66.3pp | 133.20%-117.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $809 | $1,264-36.0% | $2,420-66.6% | $2,623-69.2% |
| Participant deferral / active EE | $1,606 | $3,050-47.4% | $4,411-63.6% | $4,346-63.0% |
| Admin fee / account holder | $549 | $3,021-81.8% | $8,285-93.4% | $1,942-71.7% |