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 | $8,170 | $55,415-85.3% | $155,509-94.7% | $74,495-89.0% |
| Participation rate | 78.4% | 61.9%+16.5pp | 78.2%+0.2pp | 67.2%+11.2pp |
| Annual return | 18.11% | 268.50%-250.4pp | 64.67%-46.6pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,279 | $2,267-43.6% | $4,672-72.6% | $2,623-51.3% |
| Participant deferral / active EE | $2,513 | $2,836-11.4% | $5,626-55.3% | $4,346-42.2% |
| Admin fee / account holder | $419 | $1,738-75.9% | $15,912-97.4% | $1,942-78.4% |