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 | $8,198 | $214,378-96.2% | $200,582-95.9% | $142,382-94.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 33.41% | 46.41%-13.0pp | 42.33%-8.9pp | 217.08%-183.7pp |
| Employer contribution / active EE | $1,799 | $6,841-73.7% | $6,419-72.0% | $4,299-58.2% |
| Participant deferral / active EE | $3,299 | $9,865-66.6% | $9,331-64.6% | $6,507-49.3% |
| Admin fee / account holder | $1,005 | $17,692-94.3% | $16,305-93.8% | $12,624-92.0% |