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 3-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 | $4,149 | $81,460-94.9% | $103,333-96.0% | $80,856-94.9% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 531.46% | 25.55%+505.9pp | 24.88%+506.6pp | 35.59%+495.9pp |
| Employer contribution / active EE | $1,012 | $3,105-67.4% | $3,868-73.8% | $2,755-63.3% |
| Participant deferral / active EE | $1,811 | $3,869-53.2% | $5,057-64.2% | $4,296-57.8% |
| Admin fee / account holder | $483 | $6,566-92.6% | $8,355-94.2% | $6,918-93.0% |