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 | $7,855 | $89,753-91.2% | $107,525-92.7% | $84,808-90.7% |
| Participation rate | 89.7% | 68.1%+21.6pp | 75.1%+14.6pp | 68.3%+21.3pp |
| Annual return | 18.84% | 29.48%-10.6pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $6,648 | $3,113+113.5% | $3,754+77.1% | $2,631+152.7% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $309 | $7,222-95.7% | $8,919-96.5% | $7,344-95.8% |