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 | $3,486 | $102,604-96.6% | $86,188-96.0% | $139,434-97.5% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 13.67% | 1922.51%-1908.8pp | 1168.45%-1154.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,360 | $3,032-55.1% | $2,380-42.8% | $4,751-71.4% |
| Participant deferral / active EE | $1,492 | $4,676-68.1% | $3,985-62.6% | $6,710-77.8% |
| Admin fee / account holder | $2,752 | $8,657-68.2% | $6,852-59.8% | $11,403-75.9% |