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 6-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 | $18,325 | $110,257-83.4% | $96,544-81.0% | $139,434-86.9% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 14.85% | 26.32%-11.5pp | 25.84%-11.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,229 | $3,620-38.4% | $2,965-24.8% | $4,751-53.1% |
| Participant deferral / active EE | $4,485 | $5,548-19.2% | $4,851-7.5% | $6,710-33.2% |
| Admin fee / account holder | $1,623 | $11,591-86.0% | $8,252-80.3% | $11,403-85.8% |