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 | $10,387 | $202,432-94.9% | $169,368-93.9% | $139,434-92.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.59% | 531.74%-505.2pp | 405.60%-379.0pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,460 | $4,692-68.9% | $4,013-63.6% | $4,751-69.3% |
| Participant deferral / active EE | $3,824 | $6,938-44.9% | $6,221-38.5% | $6,710-43.0% |
| Admin fee / account holder | $1,202 | $10,708-88.8% | $9,003-86.7% | $11,403-89.5% |