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 4-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 | $5,758 | $100,773-94.3% | $88,946-93.5% | $142,382-96.0% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 22.10% | 70.18%-48.1pp | 57.82%-35.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $797 | $2,918-72.7% | $2,555-68.8% | $4,299-81.5% |
| Participant deferral / active EE | $1,154 | $5,230-77.9% | $4,581-74.8% | $6,507-82.3% |
| Admin fee / account holder | $940 | $9,693-90.3% | $8,261-88.6% | $12,624-92.6% |