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 10-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 | $8,420 | $165,912-94.9% | $122,332-93.1% | $147,584-94.3% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 8.96% | 34.55%-25.6pp | 30.27%-21.3pp | 578.55%-569.6pp |
| Employer contribution / active EE | $982 | $5,754-82.9% | $4,050-75.8% | $4,876-79.9% |
| Participant deferral / active EE | $3,392 | $4,005-15.3% | $3,287+3.2% | $5,439-37.6% |
| Admin fee / account holder | $11,602 | $7,424+56.3% | $5,478+111.8% | $10,885+6.6% |