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 | $2,814 | $110,261-97.4% | $95,745-97.1% | $139,434-98.0% |
| Participation rate | 81.8% | 75.8%+6.1pp | 72.3%+9.6pp | 80.3%+1.5pp |
| Annual return | 131.54% | 27.11%+104.4pp | 28.35%+103.2pp | 372.94%-241.4pp |
| Employer contribution / active EE | $1,089 | $3,257-66.6% | $2,835-61.6% | $4,751-77.1% |
| Participant deferral / active EE | $1,193 | $4,676-74.5% | $4,245-71.9% | $6,710-82.2% |
| Admin fee / account holder | $352 | $6,613-94.7% | $5,678-93.8% | $11,403-96.9% |