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 | $8,698 | $126,574-93.1% | $106,213-91.8% | $145,922-94.0% |
| Participation rate | 76.2% | 77.6%-1.4pp | 75.3%+0.9pp | 80.3%-4.1pp |
| Annual return | 9.77% | 224.79%-215.0pp | 116.14%-106.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $859 | $3,730-77.0% | $3,171-72.9% | $4,660-81.6% |
| Participant deferral / active EE | $1,905 | $5,724-66.7% | $5,016-62.0% | $6,688-71.5% |
| Admin fee / account holder | $524 | $17,304-97.0% | $11,033-95.3% | $13,397-96.1% |