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 | $7,093 | $117,841-94.0% | $102,423-93.1% | $145,922-95.1% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 16.84% | 31.65%-14.8pp | 29.32%-12.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,231 | $3,615-65.9% | $3,023-59.3% | $4,660-73.6% |
| Participant deferral / active EE | $3,494 | $5,731-39.0% | $5,053-30.9% | $6,688-47.8% |
| Admin fee / account holder | $984 | $13,326-92.6% | $9,451-89.6% | $13,397-92.7% |