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 | $8,429 | $111,814-92.5% | $93,654-91.0% | $145,959-94.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 39.14% | 203.30%-164.2pp | 133.34%-94.2pp | 561.95%-522.8pp |
| Employer contribution / active EE | $1,882 | $3,092-39.1% | $2,421-22.3% | $4,661-59.6% |
| Participant deferral / active EE | $3,861 | $4,914-21.4% | $4,413-12.5% | $6,689-42.3% |
| Admin fee / account holder | $964 | $10,246-90.6% | $8,282-88.4% | $13,398-92.8% |