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 | $2,021 | $158,398-98.7% | $126,539-98.4% | $142,382-98.6% |
| Participation rate | 78.6% | 75.8%+2.8pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 33.01% | 593.76%-560.7pp | 425.95%-392.9pp | 217.08%-184.1pp |
| Employer contribution / active EE | $653 | $4,650-86.0% | $3,674-82.2% | $4,299-84.8% |
| Participant deferral / active EE | $784 | $4,767-83.6% | $4,083-80.8% | $6,507-88.0% |
| Admin fee / account holder | $820 | $6,918-88.1% | $6,065-86.5% | $12,624-93.5% |