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 | $5,824 | $177,572-96.7% | $154,803-96.2% | $142,382-95.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.67% | 65.07%-37.4pp | 58.88%-31.2pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,287 | $4,810-73.3% | $4,305-70.1% | $4,299-70.1% |
| Participant deferral / active EE | $1,757 | $6,272-72.0% | $5,540-68.3% | $6,507-73.0% |
| Admin fee / account holder | $1,227 | $16,786-92.7% | $14,329-91.4% | $12,624-90.3% |