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 | $5,842 | $110,257-94.7% | $96,544-93.9% | $139,434-95.8% |
| Participation rate | 95.7% | 78.1%+17.6pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 25.23% | 26.32%-1.1pp | 25.84%-0.6pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,635 | $3,620-54.8% | $2,965-44.9% | $4,751-65.6% |
| Participant deferral / active EE | $2,167 | $5,548-60.9% | $4,851-55.3% | $6,710-67.7% |
| Admin fee / account holder | $1,657 | $11,591-85.7% | $8,252-79.9% | $11,403-85.5% |