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 4-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 | $9,874 | $73,933-86.6% | $96,683-89.8% | $75,163-86.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 29.64% | 26.70%+2.9pp | 35.69%-6.1pp | 160.62%-131.0pp |
| Employer contribution / active EE | $4,343 | $2,928+48.3% | $3,737+16.2% | $2,670+62.7% |
| Participant deferral / active EE | $6,051 | $3,659+65.4% | $4,878+24.0% | $4,125+46.7% |
| Admin fee / account holder | $831 | $5,216-84.1% | $6,730-87.6% | $5,651-85.3% |