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 6-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 | $10,633 | $52,279-79.7% | $89,391-88.1% | $79,858-86.7% |
| Participation rate | 75.9% | 57.5%+18.3pp | 68.0%+7.9pp | 69.6%+6.2pp |
| Annual return | 20.40% | 22.16%-1.8pp | 245.62%-225.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,024 | $1,572-34.8% | $2,586-60.4% | $2,471-58.6% |
| Participant deferral / active EE | $2,940 | $2,740+7.3% | $3,890-24.4% | $3,740-21.4% |
| Admin fee / account holder | $478 | $3,356-85.8% | $4,881-90.2% | $5,306-91.0% |