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 | $7,341 | $89,753-91.8% | $107,525-93.2% | $84,808-91.3% |
| Participation rate | 89.2% | 68.1%+21.1pp | 75.1%+14.1pp | 68.3%+20.9pp |
| Annual return | 28.75% | 29.48%-0.7pp | 181.32%-152.6pp | 40.90%-12.2pp |
| Employer contribution / active EE | $2,595 | $3,113-16.6% | $3,754-30.9% | $2,631-1.4% |
| Participant deferral / active EE | $3,725 | $4,056-8.2% | $5,116-27.2% | $4,212-11.5% |
| Admin fee / account holder | $628 | $7,222-91.3% | $8,919-93.0% | $7,344-91.4% |