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 4-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 | $5,713 | $115,708-95.1% | $65,255-91.2% | $139,434-95.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 20.71% | 31.19%-10.5pp | 47.35%-26.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,537 | $2,599-2.4% | $1,691+50.0% | $4,751-46.6% |
| Participant deferral / active EE | $3,781 | $4,240-10.8% | $2,831+33.6% | $6,710-43.6% |
| Admin fee / account holder | $3,429 | $6,698-48.8% | $4,112-16.6% | $11,403-69.9% |