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 | $11,733 | $159,602-92.6% | $150,045-92.2% | $142,382-91.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 45.32% | 70.24%-24.9pp | 62.55%-17.2pp | 217.08%-171.8pp |
| Employer contribution / active EE | $2,912 | $4,961-41.3% | $4,693-37.9% | $4,299-32.3% |
| Participant deferral / active EE | $4,016 | $8,310-51.7% | $7,997-49.8% | $6,507-38.3% |
| Admin fee / account holder | $2,743 | $14,846-81.5% | $13,435-79.6% | $12,624-78.3% |