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 | $10,181 | $49,173-79.3% | $121,098-91.6% | $75,163-86.5% |
| Participation rate | 86.2% | 55.4%+30.8pp | 69.5%+16.7pp | 67.2%+19.0pp |
| Annual return | 33.37% | 55.99%-22.6pp | 985.75%-952.4pp | 160.62%-127.2pp |
| Employer contribution / active EE | $1,850 | $1,546+19.7% | $4,164-55.6% | $2,670-30.7% |
| Participant deferral / active EE | $3,324 | $2,628+26.5% | $4,080-18.5% | $4,125-19.4% |
| Admin fee / account holder | $530 | $3,942-86.5% | $5,644-90.6% | $5,651-90.6% |