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 | $16,380 | $159,901-89.8% | $146,958-88.9% | $145,922-88.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.89% | 98.13%-81.2pp | 418.34%-401.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,753 | $5,286-66.8% | $4,933-64.5% | $4,660-62.4% |
| Participant deferral / active EE | $5,296 | $8,428-37.2% | $8,070-34.4% | $6,688-20.8% |
| Admin fee / account holder | $824 | $15,044-94.5% | $12,998-93.7% | $13,397-93.8% |