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 | $6,011 | $178,174-96.6% | $156,181-96.2% | $137,256-95.6% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.8%-8.2pp | 80.0%-9.4pp |
| Annual return | 26.89% | 84.19%-57.3pp | 64.87%-38.0pp | 220.34%-193.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,252 | $6,888-67.3% | $6,132-63.3% | $6,407-64.8% |
| Admin fee / account holder | $550 | $17,404-96.8% | $14,586-96.2% | $12,270-95.5% |