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 | $5,328 | $169,032-96.8% | $129,207-95.9% | $145,922-96.3% |
| Participation rate | 78.9% | 76.4%+2.5pp | 69.6%+9.3pp | 80.3%-1.3pp |
| Annual return | 19.34% | 14330.11%-14310.8pp | 9417.33%-9398.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,144 | $5,537-79.3% | $4,153-72.5% | $4,660-75.4% |
| Participant deferral / active EE | $1,842 | $4,987-63.1% | $4,168-55.8% | $6,688-72.5% |
| Admin fee / account holder | $634 | $9,954-93.6% | $7,715-91.8% | $13,397-95.3% |