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 | $5,687 | $57,541-90.1% | $95,745-94.1% | $75,163-92.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.81% | 34.93%-15.1pp | 28.35%-8.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,275 | $1,808-29.5% | $2,835-55.0% | $2,670-52.2% |
| Participant deferral / active EE | $1,913 | $3,074-37.8% | $4,245-54.9% | $4,125-53.6% |
| Admin fee / account holder | $512 | $4,099-87.5% | $5,678-91.0% | $5,651-90.9% |