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 | $5,861 | $109,413-94.6% | $156,263-96.2% | $84,808-93.1% |
| Participation rate | 79.3% | 72.7%+6.6pp | 78.9%+0.4pp | 68.3%+11.0pp |
| Annual return | 1171.62% | 20.18%+1151.4pp | 59.47%+1112.1pp | 40.90%+1130.7pp |
| Employer contribution / active EE | $856 | $2,907-70.5% | $4,333-80.2% | $2,631-67.5% |
| Participant deferral / active EE | $3,935 | $4,590-14.3% | $6,158-36.1% | $4,212-6.6% |
| Admin fee / account holder | $411 | $9,357-95.6% | $14,255-97.1% | $7,344-94.4% |