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 | $4,289 | $95,266-95.5% | $82,389-94.8% | $142,382-97.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 24.67% | 25.74%-1.1pp | 28.67%-4.0pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,471 | $2,991-50.8% | $2,517-41.6% | $4,299-65.8% |
| Participant deferral / active EE | $1,471 | $4,809-69.4% | $4,155-64.6% | $6,507-77.4% |
| Admin fee / account holder | $615 | $8,563-92.8% | $7,231-91.5% | $12,624-95.1% |