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 | $7,038 | $49,173-85.7% | $121,098-94.2% | $75,163-90.6% |
| Participation rate | 83.1% | 55.4%+27.7pp | 69.5%+13.6pp | 67.2%+15.9pp |
| Annual return | 26.25% | 55.99%-29.7pp | 985.75%-959.5pp | 160.62%-134.4pp |
| Employer contribution / active EE | $1,328 | $1,546-14.1% | $4,164-68.1% | $2,670-50.3% |
| Participant deferral / active EE | $1,653 | $2,628-37.1% | $4,080-59.5% | $4,125-59.9% |
| Admin fee / account holder | $649 | $3,942-83.5% | $5,644-88.5% | $5,651-88.5% |