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 | $6,454 | $56,053-88.5% | $75,972-91.5% | $80,856-92.0% |
| Participation rate | 93.6% | 62.0%+31.6pp | 69.1%+24.6pp | 67.6%+26.0pp |
| Annual return | 40.16% | 20.53%+19.6pp | 359.55%-319.4pp | 35.59%+4.6pp |
| Employer contribution / active EE | $1,167 | $1,874-37.7% | $2,685-56.5% | $2,755-57.6% |
| Participant deferral / active EE | $2,956 | $3,052-3.1% | $4,255-30.5% | $4,296-31.2% |
| Admin fee / account holder | $2,018 | $5,234-61.4% | $6,467-68.8% | $6,918-70.8% |