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 | $10,107 | $71,050-85.8% | $93,606-89.2% | $80,856-87.5% |
| Participation rate | 79.5% | 60.4%+19.1pp | 68.7%+10.8pp | 67.6%+11.8pp |
| Annual return | 52.63% | 11.26%+41.4pp | 133.20%-80.6pp | 35.59%+17.0pp |
| Employer contribution / active EE | $2,261 | $1,564+44.6% | $2,420-6.6% | $2,755-17.9% |
| Participant deferral / active EE | $5,015 | $4,034+24.3% | $4,411+13.7% | $4,296+16.7% |
| Admin fee / account holder | $872 | $6,945-87.4% | $8,285-89.5% | $6,918-87.4% |