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 | $5,739 | $107,452-94.7% | $91,541-93.7% | $142,382-96.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 117.67% | 22.06%+95.6pp | 20.50%+97.2pp | 217.08%-99.4pp |
| Employer contribution / active EE | $717 | $2,994-76.1% | $2,505-71.4% | $4,299-83.3% |
| Participant deferral / active EE | $1,643 | $4,754-65.4% | $4,008-59.0% | $6,507-74.7% |
| Admin fee / account holder | $2,612 | $8,834-70.4% | $6,956-62.5% | $12,624-79.3% |