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 | $5,309 | $109,982-95.2% | $97,226-94.5% | $145,922-96.4% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 22.70% | 242.90%-220.2pp | 75.13%-52.4pp | 561.29%-538.6pp |
| Employer contribution / active EE | $957 | $3,084-69.0% | $2,729-64.9% | $4,660-79.5% |
| Participant deferral / active EE | $1,828 | $4,676-60.9% | $4,264-57.1% | $6,688-72.7% |
| Admin fee / account holder | $649 | $6,221-89.6% | $5,654-88.5% | $13,397-95.2% |