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 | $4,145 | $110,261-96.2% | $95,745-95.7% | $139,434-97.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.88% | 27.11%+2.8pp | 28.35%+1.5pp | 372.94%-343.1pp |
| Employer contribution / active EE | $1,408 | $3,257-56.8% | $2,835-50.3% | $4,751-70.4% |
| Participant deferral / active EE | $1,571 | $4,676-66.4% | $4,245-63.0% | $6,710-76.6% |
| Admin fee / account holder | $1,046 | $6,613-84.2% | $5,678-81.6% | $11,403-90.8% |