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 | $7,211 | $124,425-94.2% | $112,040-93.6% | $137,256-94.7% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.5%+17.3pp | 80.0%+13.8pp |
| Annual return | 24.90% | 24.72%+0.2pp | 24.52%+0.4pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,386 | $3,411-59.4% | $2,954-53.1% | $4,156-66.7% |
| Participant deferral / active EE | $2,055 | $5,718-64.1% | $5,098-59.7% | $6,407-67.9% |
| Admin fee / account holder | $549 | $15,207-96.4% | $12,098-95.5% | $12,270-95.5% |