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 | $9,507 | $180,749-94.7% | $160,784-94.1% | $137,256-93.1% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 27.52% | 2234.46%-2206.9pp | 1803.92%-1776.4pp | 220.34%-192.8pp |
| Employer contribution / active EE | $518 | $4,155-87.5% | $3,733-86.1% | $4,156-87.5% |
| Participant deferral / active EE | $2,930 | $6,844-57.2% | $6,293-53.4% | $6,407-54.3% |
| Admin fee / account holder | $510 | $10,397-95.1% | $9,717-94.8% | $12,270-95.8% |