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 10-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 | $7,472 | $104,664-92.9% | $85,682-91.3% | $167,490-95.5% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 25.86% | 21.45%+4.4pp | 21.49%+4.4pp | 478.56%-452.7pp |
| Employer contribution / active EE | $1,531 | $3,337-54.1% | $2,618-41.5% | $4,837-68.4% |
| Participant deferral / active EE | $2,077 | $4,824-56.9% | $3,923-47.0% | $6,341-67.2% |
| Admin fee / account holder | $769 | $10,032-92.3% | $6,873-88.8% | $12,309-93.8% |