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 | $8,466 | $183,592-95.4% | $155,567-94.6% | $145,959-94.2% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 9.89% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $2,590 | $5,315-51.3% | $4,674-44.6% | $4,661-44.4% |
| Participant deferral / active EE | $1,979 | $6,464-69.4% | $5,628-64.8% | $6,689-70.4% |
| Admin fee / account holder | $900 | $19,318-95.3% | $15,916-94.3% | $13,398-93.3% |