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 5-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 | $13,508 | $183,519-92.6% | $155,509-91.3% | $145,922-90.7% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 18.39% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,709 | $5,313-67.8% | $4,672-63.4% | $4,660-63.3% |
| Participant deferral / active EE | $4,463 | $6,462-30.9% | $5,626-20.7% | $6,688-33.3% |
| Admin fee / account holder | $864 | $19,313-95.5% | $15,912-94.6% | $13,397-93.5% |