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 | $5,718 | $210,648-97.3% | $177,989-96.8% | $145,922-96.1% |
| Participation rate | 95.2% | 80.8%+14.5pp | 77.1%+18.2pp | 80.3%+15.0pp |
| Annual return | 15.38% | 385.86%-370.5pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,490 | $4,565-67.3% | $3,949-62.3% | $4,660-68.0% |
| Participant deferral / active EE | $1,511 | $6,958-78.3% | $6,276-75.9% | $6,688-77.4% |
| Admin fee / account holder | $351 | $12,013-97.1% | $10,363-96.6% | $13,397-97.4% |