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 | $12,634 | $217,402-94.2% | $185,823-93.2% | $167,490-92.5% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 21.44% | 148.36%-126.9pp | 122.05%-100.6pp | 478.56%-457.1pp |
| Employer contribution / active EE | $2,827 | $5,873-51.9% | $5,167-45.3% | $4,837-41.6% |
| Participant deferral / active EE | $5,956 | $6,356-6.3% | $5,568+7.0% | $6,341-6.1% |
| Admin fee / account holder | $2,067 | $19,811-89.6% | $16,237-87.3% | $12,309-83.2% |