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 5-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 | $8,964 | $114,381-92.2% | $107,525-91.7% | $142,382-93.7% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 19.48% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,373 | $4,015-65.8% | $3,754-63.4% | $4,299-68.1% |
| Participant deferral / active EE | $1,664 | $5,564-70.1% | $5,116-67.5% | $6,507-74.4% |
| Admin fee / account holder | $730 | $9,860-92.6% | $8,919-91.8% | $12,624-94.2% |