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 | $9,232 | $190,805-95.2% | $159,960-94.2% | $134,475-93.1% |
| Participation rate | 86.7% | 81.9%+4.7pp | 78.0%+8.7pp | 81.2%+5.4pp |
| Annual return | -20.13% | 552.23%-572.4pp | 408.60%-428.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $667 | $4,995-86.7% | $4,226-84.2% | $4,740-85.9% |
| Participant deferral / active EE | $4,943 | $6,923-28.6% | $6,182-20.0% | $6,400-22.8% |
| Admin fee / account holder | $340 | $10,471-96.8% | $8,698-96.1% | $11,426-97.0% |