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 | $5,287 | $154,228-96.6% | $145,433-96.4% | $137,256-96.1% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 26.57% | 74.59%-48.0pp | 66.58%-40.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,658 | $4,804-65.5% | $4,554-63.6% | $4,156-60.1% |
| Participant deferral / active EE | $2,734 | $8,216-66.7% | $7,897-65.4% | $6,407-57.3% |
| Admin fee / account holder | $2,098 | $14,344-85.4% | $13,129-84.0% | $12,270-82.9% |