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 | $6,565 | $112,729-94.2% | $98,716-93.3% | $137,256-95.2% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 17.21% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,025 | $2,725-62.4% | $2,279-55.0% | $4,156-75.3% |
| Participant deferral / active EE | $2,785 | $4,640-40.0% | $4,048-31.2% | $6,407-56.5% |
| Admin fee / account holder | $681 | $10,129-93.3% | $8,703-92.2% | $12,270-94.5% |