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 | $10,500 | $68,346-84.6% | $94,646-88.9% | $75,163-86.0% |
| Participation rate | 89.7% | 76.1%+13.6pp | 80.8%+8.8pp | 67.2%+22.5pp |
| Annual return | 46.67% | 616.93%-570.3pp | 156.71%-110.0pp | 160.62%-113.9pp |
| Employer contribution / active EE | $2,781 | $2,701+3.0% | $3,672-24.3% | $2,670+4.2% |
| Participant deferral / active EE | $5,074 | $6,537-22.4% | $7,418-31.6% | $4,125+23.0% |
| Admin fee / account holder | $1,127 | $5,326-78.8% | $7,231-84.4% | $5,651-80.1% |