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 | $6,903 | $132,634-94.8% | $115,768-94.0% | $137,256-95.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 22.14% | 160.70%-138.6pp | 100.46%-78.3pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,870 | $3,360-44.3% | $2,940-36.4% | $4,156-55.0% |
| Participant deferral / active EE | $2,486 | $5,619-55.8% | $4,917-49.4% | $6,407-61.2% |
| Admin fee / account holder | $402 | $15,028-97.3% | $12,439-96.8% | $12,270-96.7% |