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 4-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 | $9,298 | $65,561-85.8% | $86,188-89.2% | $75,163-87.6% |
| Participation rate | 94.6% | 60.5%+34.1pp | 69.0%+25.6pp | 67.2%+27.4pp |
| Annual return | 26.51% | 46.05%-19.5pp | 1168.45%-1141.9pp | 160.62%-134.1pp |
| Employer contribution / active EE | $2,075 | $1,553+33.6% | $2,380-12.8% | $2,670-22.3% |
| Participant deferral / active EE | $2,997 | $3,024-0.9% | $3,985-24.8% | $4,125-27.3% |
| Admin fee / account holder | $621 | $5,474-88.6% | $6,852-90.9% | $5,651-89.0% |