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 5-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 | $4,308 | $78,672-94.5% | $109,143-96.1% | $85,850-95.0% |
| Participation rate | 95.5% | 68.3%+27.2pp | 75.9%+19.6pp | 69.3%+26.1pp |
| Annual return | 66.60% | 25.09%+41.5pp | 25.75%+40.8pp | 318.53%-251.9pp |
| Employer contribution / active EE | $920 | $2,735-66.3% | $3,722-75.3% | $2,565-64.1% |
| Participant deferral / active EE | $1,832 | $3,467-47.2% | $4,653-60.6% | $3,952-53.6% |
| Admin fee / account holder | $437 | $5,469-92.0% | $6,752-93.5% | $6,260-93.0% |