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 | $15,127 | $70,669-78.6% | $169,368-91.1% | $75,163-79.9% |
| Participation rate | 91.7% | 64.8%+26.9pp | 77.1%+14.5pp | 67.2%+24.5pp |
| Annual return | 17.67% | 36.36%-18.7pp | 405.60%-387.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $900 | $2,211-59.3% | $4,013-77.6% | $2,670-66.3% |
| Participant deferral / active EE | $2,331 | $4,311-45.9% | $6,221-62.5% | $4,125-43.5% |
| Admin fee / account holder | $431 | $5,402-92.0% | $9,003-95.2% | $5,651-92.4% |