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 | $3,721 | $89,753-95.9% | $107,525-96.5% | $84,808-95.6% |
| Participation rate | 81.3% | 68.1%+13.2pp | 75.1%+6.2pp | 68.3%+12.9pp |
| Annual return | 34.02% | 29.48%+4.5pp | 181.32%-147.3pp | 40.90%-6.9pp |
| Employer contribution / active EE | $1,271 | $3,113-59.2% | $3,754-66.1% | $2,631-51.7% |
| Participant deferral / active EE | $1,747 | $4,056-56.9% | $5,116-65.8% | $4,212-58.5% |
| Admin fee / account holder | $845 | $7,222-88.3% | $8,919-90.5% | $7,344-88.5% |