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 | $108,825-94.6% | $156,181-96.2% | $82,448-92.9% |
| Participation rate | 79.3% | 72.4%+6.9pp | 78.8%+0.5pp | 68.1%+11.2pp |
| Annual return | 1171.62% | 20.59%+1151.0pp | 64.87%+1106.7pp | 41.64%+1130.0pp |
| Employer contribution / active EE | $856 | $2,870-70.2% | $4,294-80.1% | $2,551-66.4% |
| Participant deferral / active EE | $3,935 | $4,577-14.0% | $6,132-35.8% | $4,139-4.9% |
| Admin fee / account holder | $411 | $9,341-95.6% | $14,586-97.2% | $7,234-94.3% |