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 | $179,726-95.2% | $156,263-94.4% | $142,382-93.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.78% | 77.86%-61.1pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,510 | $5,069-70.2% | $4,333-65.2% | $4,299-64.9% |
| Participant deferral / active EE | $3,250 | $6,956-53.3% | $6,158-47.2% | $6,507-50.1% |
| Admin fee / account holder | $1,983 | $17,272-88.5% | $14,255-86.1% | $12,624-84.3% |