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 | $5,561 | $106,515-94.8% | $96,683-94.2% | $139,434-96.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 47.19% | 38.43%+8.8pp | 35.69%+11.5pp | 372.94%-325.7pp |
| Employer contribution / active EE | $1,811 | $4,103-55.8% | $3,737-51.5% | $4,751-61.9% |
| Participant deferral / active EE | $2,616 | $5,454-52.0% | $4,878-46.4% | $6,710-61.0% |
| Admin fee / account holder | $569 | $7,877-92.8% | $6,730-91.5% | $11,403-95.0% |