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 | $6,485 | $110,261-94.1% | $95,745-93.2% | $139,434-95.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.90% | 27.11%-0.2pp | 28.35%-1.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,056 | $3,257-67.6% | $2,835-62.7% | $4,751-77.8% |
| Participant deferral / active EE | $3,133 | $4,676-33.0% | $4,245-26.2% | $6,710-53.3% |
| Admin fee / account holder | $329 | $6,613-95.0% | $5,678-94.2% | $11,403-97.1% |