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 | $5,206 | $79,944-93.5% | $98,439-94.7% | $75,163-93.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 40.36% | 19.75%+20.6pp | 21.16%+19.2pp | 160.62%-120.3pp |
| Employer contribution / active EE | $1,951 | $2,264-13.8% | $3,048-36.0% | $2,670-26.9% |
| Participant deferral / active EE | $3,209 | $3,752-14.5% | $4,738-32.3% | $4,125-22.2% |
| Admin fee / account holder | $1,197 | $6,840-82.5% | $8,948-86.6% | $5,651-78.8% |