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 | $7,094 | $114,381-93.8% | $107,525-93.4% | $142,382-95.0% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 29.97% | 242.71%-212.7pp | 181.32%-151.4pp | 217.08%-187.1pp |
| Employer contribution / active EE | $1,515 | $4,015-62.3% | $3,754-59.6% | $4,299-64.8% |
| Participant deferral / active EE | $3,171 | $5,564-43.0% | $5,116-38.0% | $6,507-51.3% |
| Admin fee / account holder | $3,586 | $9,860-63.6% | $8,919-59.8% | $12,624-71.6% |