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 | $7,571 | $117,841-93.6% | $102,423-92.6% | $145,922-94.8% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 14.44% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,113 | $3,615-41.5% | $3,023-30.1% | $4,660-54.6% |
| Participant deferral / active EE | $3,127 | $5,731-45.4% | $5,053-38.1% | $6,688-53.2% |
| Admin fee / account holder | $2,621 | $13,326-80.3% | $9,451-72.3% | $13,397-80.4% |