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 | $8,861 | $65,561-86.5% | $86,188-89.7% | $75,163-88.2% |
| Participation rate | 83.8% | 60.5%+23.3pp | 69.0%+14.8pp | 67.2%+16.6pp |
| Annual return | 27.82% | 46.05%-18.2pp | 1168.45%-1140.6pp | 160.62%-132.8pp |
| Employer contribution / active EE | $1,112 | $1,553-28.4% | $2,380-53.3% | $2,670-58.3% |
| Participant deferral / active EE | $4,646 | $3,024+53.7% | $3,985+16.6% | $4,125+12.6% |
| Admin fee / account holder | $1,384 | $5,474-74.7% | $6,852-79.8% | $5,651-75.5% |