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 | $7,132 | $126,574-94.4% | $106,213-93.3% | $145,922-95.1% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 12.14% | 224.79%-212.6pp | 116.14%-104.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,651 | $3,730-55.7% | $3,171-47.9% | $4,660-64.6% |
| Participant deferral / active EE | $3,895 | $5,724-31.9% | $5,016-22.3% | $6,688-41.8% |
| Admin fee / account holder | $1,927 | $17,304-88.9% | $11,033-82.5% | $13,397-85.6% |