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 6-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 | $11,019 | $82,664-86.7% | $125,339-91.2% | $68,494-83.9% |
| Participation rate | 93.6% | 75.0%+18.6pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | 6.58% | -5.97%+12.6pp | 572.05%-565.5pp | -7.84%+14.4pp |
| Employer contribution / active EE | $2,504 | $3,381-25.9% | $4,814-48.0% | $2,596-3.5% |
| Participant deferral / active EE | $5,444 | $6,110-10.9% | $7,446-26.9% | $4,027+35.2% |
| Admin fee / account holder | $837 | $6,275-86.7% | $10,010-91.6% | $5,403-84.5% |