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 | $7,908 | $80,724-90.2% | $103,333-92.3% | $74,495-89.4% |
| Participation rate | 87.0% | 65.7%+21.3pp | 74.5%+12.5pp | 67.2%+19.8pp |
| Annual return | 28.77% | 27.56%+1.2pp | 24.88%+3.9pp | 1364.94%-1336.2pp |
| Employer contribution / active EE | $2,497 | $3,157-20.9% | $3,868-35.4% | $2,623-4.8% |
| Participant deferral / active EE | $3,068 | $3,860-20.5% | $5,057-39.3% | $4,346-29.4% |
| Admin fee / account holder | $626 | $2,368-73.6% | $8,355-92.5% | $1,942-67.8% |