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 3-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 | $17,822 | $126,574-85.9% | $106,213-83.2% | $145,922-87.8% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 19.21% | 224.79%-205.6pp | 116.14%-96.9pp | 561.29%-542.1pp |
| Employer contribution / active EE | $868 | $3,730-76.7% | $3,171-72.6% | $4,660-81.4% |
| Participant deferral / active EE | $4,513 | $5,724-21.1% | $5,016-10.0% | $6,688-32.5% |
| Admin fee / account holder | $1,542 | $17,304-91.1% | $11,033-86.0% | $13,397-88.5% |