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 | $9,550 | $46,553-79.5% | $64,056-85.1% | $75,163-87.3% |
| Participation rate | 73.2% | 65.9%+7.2pp | 72.3%+0.9pp | 67.2%+6.0pp |
| Annual return | 60.80% | 26.03%+34.8pp | 33.69%+27.1pp | 160.62%-99.8pp |
| Employer contribution / active EE | $1,781 | $1,974-9.8% | $2,747-35.2% | $2,670-33.3% |
| Participant deferral / active EE | $2,659 | $2,837-6.3% | $3,880-31.5% | $4,125-35.5% |
| Admin fee / account holder | $690 | $2,952-76.6% | $3,068-77.5% | $5,651-87.8% |