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 | $6,203 | $47,479-86.9% | $62,929-90.1% | $82,448-92.5% |
| Participation rate | 88.0% | 66.9%+21.1pp | 73.1%+14.9pp | 68.1%+19.9pp |
| Annual return | 26.39% | 20.34%+6.0pp | 1063.93%-1037.5pp | 41.64%-15.3pp |
| Employer contribution / active EE | $1,258 | $1,885-33.3% | $2,505-49.8% | $2,551-50.7% |
| Participant deferral / active EE | $1,496 | $2,870-47.9% | $3,888-61.5% | $4,139-63.9% |
| Admin fee / account holder | $609 | $3,804-84.0% | $5,065-88.0% | $7,234-91.6% |