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 | $8,092 | $111,535-92.7% | $105,223-92.3% | $137,256-94.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 27.47% | 237.85%-210.4pp | 180.65%-153.2pp | 220.34%-192.9pp |
| Employer contribution / active EE | $1,761 | $3,939-55.3% | $3,689-52.2% | $4,156-57.6% |
| Participant deferral / active EE | $2,129 | $5,500-61.3% | $5,072-58.0% | $6,407-66.8% |
| Admin fee / account holder | $930 | $9,721-90.4% | $8,859-89.5% | $12,270-92.4% |