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 7-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 | $4,085 | $39,019-89.5% | $80,716-94.9% | $85,850-95.2% |
| Participation rate | 90.7% | 41.5%+49.2pp | 54.2%+36.5pp | 69.3%+21.4pp |
| Annual return | 19.07% | 26.27%-7.2pp | 87.28%-68.2pp | 318.53%-299.5pp |
| Employer contribution / active EE | $903 | $722+25.0% | $1,160-22.2% | $2,565-64.8% |
| Participant deferral / active EE | $1,311 | $1,326-1.1% | $2,146-38.9% | $3,952-66.8% |
| Admin fee / account holder | $514 | $2,431-78.8% | $3,380-84.8% | $6,260-91.8% |