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 | $11,038 | $183,592-94.0% | $155,567-92.9% | $145,959-92.4% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 21.55% | 61.24%-39.7pp | 64.74%-43.2pp | 561.95%-540.4pp |
| Employer contribution / active EE | $1,481 | $5,315-72.1% | $4,674-68.3% | $4,661-68.2% |
| Participant deferral / active EE | $3,423 | $6,464-47.0% | $5,628-39.2% | $6,689-48.8% |
| Admin fee / account holder | $321 | $19,318-98.3% | $15,916-98.0% | $13,398-97.6% |