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 | $3,688 | $100,773-96.3% | $88,946-95.9% | $142,382-97.4% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 25.50% | 70.18%-44.7pp | 57.82%-32.3pp | 217.08%-191.6pp |
| Employer contribution / active EE | $587 | $2,918-79.9% | $2,555-77.0% | $4,299-86.4% |
| Participant deferral / active EE | $1,456 | $5,230-72.2% | $4,581-68.2% | $6,507-77.6% |
| Admin fee / account holder | $475 | $9,693-95.1% | $8,261-94.3% | $12,624-96.2% |