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 | $159,602-96.7% | $150,045-96.5% | $142,382-96.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 26.57% | 70.24%-43.7pp | 62.55%-36.0pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,658 | $4,961-66.6% | $4,693-64.7% | $4,299-61.4% |
| Participant deferral / active EE | $2,734 | $8,310-67.1% | $7,997-65.8% | $6,507-58.0% |
| Admin fee / account holder | $2,098 | $14,846-85.9% | $13,435-84.4% | $12,624-83.4% |