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 | $7,852 | $110,257-92.9% | $96,544-91.9% | $139,434-94.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 23.84% | 26.32%-2.5pp | 25.84%-2.0pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,433 | $3,620-60.4% | $2,965-51.7% | $4,751-69.8% |
| Participant deferral / active EE | $3,571 | $5,548-35.6% | $4,851-26.4% | $6,710-46.8% |
| Admin fee / account holder | $559 | $11,591-95.2% | $8,252-93.2% | $11,403-95.1% |