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 | $4,297 | $111,724-96.2% | $93,606-95.4% | $145,922-97.1% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 13.16% | 202.98%-189.8pp | 133.20%-120.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,300 | $3,090-57.9% | $2,420-46.3% | $4,660-72.1% |
| Participant deferral / active EE | $1,859 | $4,912-62.2% | $4,411-57.9% | $6,688-72.2% |
| Admin fee / account holder | $2,146 | $10,250-79.1% | $8,285-74.1% | $13,397-84.0% |