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 | $4,767 | $49,922-90.5% | $80,569-94.1% | $75,163-93.7% |
| Participation rate | 80.0% | 55.3%+24.7pp | 67.0%+13.0pp | 67.2%+12.8pp |
| Annual return | 47.98% | 34.69%+13.3pp | 935.43%-887.4pp | 160.62%-112.6pp |
| Employer contribution / active EE | $1,698 | $1,6980% | $2,723-37.7% | $2,670-36.4% |
| Participant deferral / active EE | $3,564 | $2,990+19.2% | $4,447-19.9% | $4,125-13.6% |
| Admin fee / account holder | $1,281 | $3,577-64.2% | $5,377-76.2% | $5,651-77.3% |