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 | $7,681 | $93,571-91.8% | $135,903-94.3% | $75,163-89.8% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 29.39% | 30.90%-1.5pp | 68.23%-38.8pp | 160.62%-131.2pp |
| Employer contribution / active EE | $1,439 | $3,537-59.3% | $4,856-70.4% | $2,670-46.1% |
| Participant deferral / active EE | $2,961 | $6,404-53.8% | $7,758-61.8% | $4,125-28.2% |
| Admin fee / account holder | $713 | $6,975-89.8% | $10,762-93.4% | $5,651-87.4% |