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 | $4,176 | $90,348-95.4% | $75,972-94.5% | $145,922-97.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 17.88% | 620.88%-603.0pp | 359.55%-341.7pp | 561.29%-543.4pp |
| Employer contribution / active EE | $615 | $3,311-81.4% | $2,685-77.1% | $4,660-86.8% |
| Participant deferral / active EE | $1,547 | $5,162-70.0% | $4,255-63.6% | $6,688-76.9% |
| Admin fee / account holder | $1,201 | $8,467-85.8% | $6,467-81.4% | $13,397-91.0% |