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 | $9,991 | $85,006-88.2% | $76,190-86.9% | $145,922-93.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 32.06% | 13.11%+19.0pp | 13.78%+18.3pp | 561.29%-529.2pp |
| Employer contribution / active EE | $4,196 | $5,265-20.3% | $4,578-8.4% | $4,660-10.0% |
| Participant deferral / active EE | $6,200 | $6,392-3.0% | $5,474+13.3% | $6,688-7.3% |
| Admin fee / account holder | $3,287 | $5,760-42.9% | $5,123-35.8% | $13,397-75.5% |