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 6-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 | $5,806 | $49,173-88.2% | $121,098-95.2% | $75,163-92.3% |
| Participation rate | 91.1% | 55.4%+35.7pp | 69.5%+21.6pp | 67.2%+23.9pp |
| Annual return | 24.34% | 55.99%-31.6pp | 985.75%-961.4pp | 160.62%-136.3pp |
| Employer contribution / active EE | $1,018 | $1,546-34.1% | $4,164-75.5% | $2,670-61.9% |
| Participant deferral / active EE | $1,877 | $2,628-28.6% | $4,080-54.0% | $4,125-54.5% |
| Admin fee / account holder | $878 | $3,942-77.7% | $5,644-84.4% | $5,651-84.5% |