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 | $11,000 | $79,944-86.2% | $98,439-88.8% | $75,163-85.4% |
| Participation rate | 98.7% | 70.4%+28.3pp | 75.2%+23.5pp | 67.2%+31.5pp |
| Annual return | 50.29% | 19.75%+30.5pp | 21.16%+29.1pp | 160.62%-110.3pp |
| Employer contribution / active EE | $3,367 | $2,264+48.7% | $3,048+10.5% | $2,670+26.1% |
| Participant deferral / active EE | $2,263 | $3,752-39.7% | $4,738-52.2% | $4,125-45.1% |
| Admin fee / account holder | $689 | $6,840-89.9% | $8,948-92.3% | $5,651-87.8% |