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 | $8,685 | $178,174-95.1% | $156,181-94.4% | $137,256-93.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.78% | 84.19%-67.4pp | 64.87%-48.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,510 | $4,972-69.6% | $4,294-64.8% | $4,156-63.7% |
| Participant deferral / active EE | $3,250 | $6,888-52.8% | $6,132-47.0% | $6,407-49.3% |
| Admin fee / account holder | $1,983 | $17,404-88.6% | $14,586-86.4% | $12,270-83.8% |