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 | $9,645 | $238,490-96.0% | $180,183-94.6% | $142,382-93.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 28.19% | 33.56%-5.4pp | 27.86%+0.3pp | 217.08%-188.9pp |
| Employer contribution / active EE | $2,930 | $6,143-52.3% | $5,039-41.9% | $4,299-31.9% |
| Participant deferral / active EE | $4,835 | $7,996-39.5% | $6,822-29.1% | $6,507-25.7% |
| Admin fee / account holder | $977 | $28,866-96.6% | $19,975-95.1% | $12,624-92.3% |