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 | $4,576 | $111,754-95.9% | $103,333-95.6% | $145,922-96.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 36.92% | 24.77%+12.2pp | 24.88%+12.0pp | 561.29%-524.4pp |
| Employer contribution / active EE | $1,640 | $4,212-61.1% | $3,868-57.6% | $4,660-64.8% |
| Participant deferral / active EE | $2,302 | $5,619-59.0% | $5,057-54.5% | $6,688-65.6% |
| Admin fee / account holder | $709 | $9,750-92.7% | $8,355-91.5% | $13,397-94.7% |