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 7-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 | $4,565 | $114,381-96.0% | $107,525-95.8% | $142,382-96.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 33.57% | 242.71%-209.1pp | 181.32%-147.7pp | 217.08%-183.5pp |
| Employer contribution / active EE | $2,212 | $4,015-44.9% | $3,754-41.1% | $4,299-48.5% |
| Participant deferral / active EE | $7,454 | $5,564+34.0% | $5,116+45.7% | $6,507+14.5% |
| Admin fee / account holder | $40,162 | $9,860+307.3% | $8,919+350.3% | $12,624+218.1% |