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 7-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 | $5,445 | $107,334-94.9% | $92,893-94.1% | $152,861-96.4% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 27.91% | 145.58%-117.7pp | 109.41%-81.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,540 | $4,221-63.5% | $3,653-57.8% | $4,762-67.7% |
| Participant deferral / active EE | $2,391 | $4,845-50.7% | $4,236-43.6% | $5,850-59.1% |
| Admin fee / account holder | $1,115 | $7,079-84.3% | $5,794-80.8% | $11,596-90.4% |