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 | $9,556 | $65,561-85.4% | $86,188-88.9% | $75,163-87.3% |
| Participation rate | 80.4% | 60.5%+19.9pp | 69.0%+11.5pp | 67.2%+13.2pp |
| Annual return | 20.82% | 46.05%-25.2pp | 1168.45%-1147.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,329 | $1,553-14.4% | $2,380-44.2% | $2,670-50.2% |
| Participant deferral / active EE | $2,960 | $3,024-2.1% | $3,985-25.7% | $4,125-28.2% |
| Admin fee / account holder | $1,124 | $5,474-79.5% | $6,852-83.6% | $5,651-80.1% |