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 | $8,438 | $127,065-93.4% | $113,168-92.5% | $142,382-94.1% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 25.85% | 24.03%+1.8pp | 24.27%+1.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,213 | $3,442-64.8% | $2,975-59.2% | $4,299-71.8% |
| Participant deferral / active EE | $2,330 | $5,716-59.2% | $5,107-54.4% | $6,507-64.2% |
| Admin fee / account holder | $1,144 | $15,736-92.7% | $12,068-90.5% | $12,624-90.9% |