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 | $8,150 | $111,754-92.7% | $103,333-92.1% | $145,922-94.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 21.27% | 24.77%-3.5pp | 24.88%-3.6pp | 561.29%-540.0pp |
| Employer contribution / active EE | $2,580 | $4,212-38.7% | $3,868-33.3% | $4,660-44.6% |
| Participant deferral / active EE | $3,602 | $5,619-35.9% | $5,057-28.8% | $6,688-46.1% |
| Admin fee / account holder | $1,448 | $9,750-85.1% | $8,355-82.7% | $13,397-89.2% |