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 | $7,648 | $111,535-93.1% | $105,223-92.7% | $137,256-94.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 30.86% | 237.85%-207.0pp | 180.65%-149.8pp | 220.34%-189.5pp |
| Employer contribution / active EE | $1,129 | $3,939-71.3% | $3,689-69.4% | $4,156-72.8% |
| Participant deferral / active EE | $2,975 | $5,500-45.9% | $5,072-41.3% | $6,407-53.6% |
| Admin fee / account holder | $1,168 | $9,721-88.0% | $8,859-86.8% | $12,270-90.5% |