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 | $8,588 | $175,202-95.1% | $149,673-94.3% | $139,434-93.8% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 22.37% | 166.71%-144.3pp | 134.42%-112.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,050 | $5,474-62.6% | $4,818-57.5% | $4,751-56.9% |
| Participant deferral / active EE | $2,758 | $6,519-57.7% | $5,680-51.4% | $6,710-58.9% |
| Admin fee / account holder | $3,069 | $16,150-81.0% | $13,210-76.8% | $11,403-73.1% |