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 | $7,173 | $109,881-93.5% | $150,045-95.2% | $84,808-91.5% |
| Participation rate | 85.1% | 76.1%+9.0pp | 82.3%+2.8pp | 68.3%+16.8pp |
| Annual return | 49.05% | 28.25%+20.8pp | 62.55%-13.5pp | 40.90%+8.2pp |
| Employer contribution / active EE | $2,003 | $3,561-43.7% | $4,693-57.3% | $2,631-23.9% |
| Participant deferral / active EE | $3,778 | $6,636-43.1% | $7,997-52.8% | $4,212-10.3% |
| Admin fee / account holder | $950 | $8,568-88.9% | $13,435-92.9% | $7,344-87.1% |