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 | $8,669 | $73,933-88.3% | $96,683-91.0% | $75,163-88.5% |
| Participation rate | 80.8% | 66.4%+14.3pp | 74.3%+6.4pp | 67.2%+13.6pp |
| Annual return | 22.08% | 26.70%-4.6pp | 35.69%-13.6pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,302 | $2,928-55.5% | $3,737-65.2% | $2,670-51.2% |
| Participant deferral / active EE | $1,631 | $3,659-55.4% | $4,878-66.6% | $4,125-60.5% |
| Admin fee / account holder | $309 | $5,216-94.1% | $6,730-95.4% | $5,651-94.5% |