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 | $8,975 | $177,572-94.9% | $154,803-94.2% | $142,382-93.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 36.48% | 65.07%-28.6pp | 58.88%-22.4pp | 217.08%-180.6pp |
| Employer contribution / active EE | $1,441 | $4,810-70.0% | $4,305-66.5% | $4,299-66.5% |
| Participant deferral / active EE | $5,123 | $6,272-18.3% | $5,540-7.5% | $6,507-21.3% |
| Admin fee / account holder | $925 | $16,786-94.5% | $14,329-93.5% | $12,624-92.7% |