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 | $21,000 | $69,477-69.8% | $94,646-77.8% | $71,457-70.6% |
| Participation rate | 79.2% | 78.4%+0.7pp | 80.8%-1.7pp | 67.9%+11.2pp |
| Annual return | 75.45% | 29.66%+45.8pp | 156.71%-81.3pp | 28.85%+46.6pp |
| Employer contribution / active EE | $1,689 | $2,853-40.8% | $3,672-54.0% | $2,588-34.7% |
| Participant deferral / active EE | $12,241 | $7,345+66.7% | $7,418+65.0% | $4,289+185.4% |
| Admin fee / account holder | $1,543 | $1,210+27.5% | $7,231-78.7% | $1,587-2.8% |