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 | $5,219 | $89,753-94.2% | $107,525-95.1% | $84,808-93.8% |
| Participation rate | 87.1% | 68.1%+19.0pp | 75.1%+12.0pp | 68.3%+18.8pp |
| Annual return | 38.79% | 29.48%+9.3pp | 181.32%-142.5pp | 40.90%-2.1pp |
| Employer contribution / active EE | $1,094 | $3,113-64.9% | $3,754-70.9% | $2,631-58.4% |
| Participant deferral / active EE | $1,993 | $4,056-50.9% | $5,116-61.0% | $4,212-52.7% |
| Admin fee / account holder | $811 | $7,222-88.8% | $8,919-90.9% | $7,344-89.0% |