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 | $9,335 | $88,672-89.5% | $105,223-91.1% | $82,448-88.7% |
| Participation rate | 94.6% | 67.9%+26.7pp | 75.0%+19.5pp | 68.1%+26.5pp |
| Annual return | 24.27% | 30.86%-6.6pp | 180.65%-156.4pp | 41.64%-17.4pp |
| Employer contribution / active EE | $1,739 | $3,048-42.9% | $3,689-52.9% | $2,551-31.8% |
| Participant deferral / active EE | $3,517 | $4,036-12.9% | $5,072-30.7% | $4,139-15.0% |
| Admin fee / account holder | $1,508 | $7,146-78.9% | $8,859-83.0% | $7,234-79.2% |