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 | $7,838 | $57,541-86.4% | $95,745-91.8% | $75,163-89.6% |
| Participation rate | 90.9% | 62.5%+28.4pp | 72.3%+18.6pp | 67.2%+23.7pp |
| Annual return | 55.63% | 34.93%+20.7pp | 28.35%+27.3pp | 160.62%-105.0pp |
| Employer contribution / active EE | $1,879 | $1,808+3.9% | $2,835-33.7% | $2,670-29.6% |
| Participant deferral / active EE | $2,615 | $3,074-14.9% | $4,245-38.4% | $4,125-36.6% |
| Admin fee / account holder | $960 | $4,099-76.6% | $5,678-83.1% | $5,651-83.0% |