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 | $8,713 | $73,933-88.2% | $96,683-91.0% | $75,163-88.4% |
| Participation rate | 88.0% | 66.4%+21.6pp | 74.3%+13.7pp | 67.2%+20.8pp |
| Annual return | 52.68% | 26.70%+26.0pp | 35.69%+17.0pp | 160.62%-107.9pp |
| Employer contribution / active EE | $2,477 | $2,928-15.4% | $3,737-33.7% | $2,670-7.2% |
| Participant deferral / active EE | $5,104 | $3,659+39.5% | $4,878+4.6% | $4,125+23.7% |
| Admin fee / account holder | $777 | $5,216-85.1% | $6,730-88.5% | $5,651-86.3% |