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 7-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 | $5,498 | $124,185-95.6% | $108,410-94.9% | $167,490-96.7% |
| Participation rate | 90.0% | 82.3%+7.7pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 23.30% | 1379.64%-1356.3pp | 905.27%-882.0pp | 478.56%-455.3pp |
| Employer contribution / active EE | $1,131 | $4,187-73.0% | $3,558-68.2% | $4,837-76.6% |
| Participant deferral / active EE | $3,301 | $6,908-52.2% | $6,563-49.7% | $6,341-47.9% |
| Admin fee / account holder | $2,356 | $9,455-75.1% | $7,295-67.7% | $12,309-80.9% |