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 | $11,762 | $102,317-88.5% | $146,958-92.0% | $80,856-85.5% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.2%+15.8pp | 67.6%+30.4pp |
| Annual return | 18.08% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,906 | $3,713-21.7% | $4,933-41.1% | $2,755+5.5% |
| Participant deferral / active EE | $4,244 | $6,644-36.1% | $8,070-47.4% | $4,296-1.2% |
| Admin fee / account holder | $1,501 | $7,941-81.1% | $12,998-88.5% | $6,918-78.3% |