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 5-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 | $17,855 | $127,065-85.9% | $113,168-84.2% | $142,382-87.5% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 13.18% | 24.03%-10.8pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,467 | $3,442-28.3% | $2,975-17.1% | $4,299-42.6% |
| Participant deferral / active EE | $7,036 | $5,716+23.1% | $5,107+37.8% | $6,507+8.1% |
| Admin fee / account holder | $6,792 | $15,736-56.8% | $12,068-43.7% | $12,624-46.2% |