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 | $5,876 | $177,572-96.7% | $154,803-96.2% | $142,382-95.9% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 41.56% | 65.07%-23.5pp | 58.88%-17.3pp | 217.08%-175.5pp |
| Employer contribution / active EE | $1,248 | $4,810-74.1% | $4,305-71.0% | $4,299-71.0% |
| Participant deferral / active EE | $1,845 | $6,272-70.6% | $5,540-66.7% | $6,507-71.6% |
| Admin fee / account holder | $545 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |