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 | $4,521 | $85,022-94.7% | $70,515-93.6% | $139,434-96.8% |
| Participation rate | 78.6% | 73.9%+4.7pp | 68.3%+10.2pp | 80.3%-1.7pp |
| Annual return | 72.61% | 30.38%+42.2pp | 32.77%+39.8pp | 372.94%-300.3pp |
| Employer contribution / active EE | $1,532 | $3,909-60.8% | $2,973-48.5% | $4,751-67.7% |
| Participant deferral / active EE | $1,771 | $5,890-69.9% | $4,567-61.2% | $6,710-73.6% |
| Admin fee / account holder | $629 | $8,906-92.9% | $6,412-90.2% | $11,403-94.5% |