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 | $6,109 | $172,478-96.5% | $145,661-95.8% | $142,382-95.7% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.2%-7.2pp | 80.1%-10.1pp |
| Annual return | 24.80% | 151.09%-126.3pp | 101.46%-76.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $716 | $4,899-85.4% | $4,238-83.1% | $4,299-83.3% |
| Participant deferral / active EE | $2,313 | $8,348-72.3% | $7,198-67.9% | $6,507-64.5% |
| Admin fee / account holder | $708 | $16,864-95.8% | $12,466-94.3% | $12,624-94.4% |