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 | $8,444 | $89,753-90.6% | $107,525-92.1% | $84,808-90.0% |
| Participation rate | 79.3% | 68.1%+11.2pp | 75.1%+4.2pp | 68.3%+11.0pp |
| Annual return | 28.03% | 29.48%-1.5pp | 181.32%-153.3pp | 40.90%-12.9pp |
| Employer contribution / active EE | $1,018 | $3,113-67.3% | $3,754-72.9% | $2,631-61.3% |
| Participant deferral / active EE | $2,907 | $4,056-28.3% | $5,116-43.2% | $4,212-31.0% |
| Admin fee / account holder | $736 | $7,222-89.8% | $8,919-91.8% | $7,344-90.0% |