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 4-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 | $3,787 | $85,022-95.5% | $70,515-94.6% | $139,434-97.3% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 37.55% | 30.38%+7.2pp | 32.77%+4.8pp | 372.94%-335.4pp |
| Employer contribution / active EE | $1,380 | $3,909-64.7% | $2,973-53.6% | $4,751-70.9% |
| Participant deferral / active EE | $2,373 | $5,890-59.7% | $4,567-48.0% | $6,710-64.6% |
| Admin fee / account holder | $1,578 | $8,906-82.3% | $6,412-75.4% | $11,403-86.2% |