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 | $16,675 | $157,256-89.4% | $141,162-88.2% | $152,861-89.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 65.55% | 64.32%+1.2pp | 71.39%-5.8pp | 345.32%-279.8pp |
| Employer contribution / active EE | $1,945 | $5,261-63.0% | $4,735-58.9% | $4,762-59.2% |
| Participant deferral / active EE | $5,710 | $7,109-19.7% | $6,709-14.9% | $5,850-2.4% |
| Admin fee / account holder | $1,149 | $12,120-90.5% | $10,261-88.8% | $11,596-90.1% |