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 | $5,207 | $183,519-97.2% | $155,509-96.7% | $145,922-96.4% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 17.61% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,837 | $5,313-65.4% | $4,672-60.7% | $4,660-60.6% |
| Participant deferral / active EE | $2,095 | $6,462-67.6% | $5,626-62.8% | $6,688-68.7% |
| Admin fee / account holder | $430 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |