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 8-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 | $14,903 | $152,587-90.2% | $125,175-88.1% | $152,861-90.3% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.4%+13.0pp |
| Annual return | 27.37% | 54.84%-27.5pp | 43.79%-16.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,947 | $4,946-60.6% | $3,865-49.6% | $4,762-59.1% |
| Participant deferral / active EE | $4,881 | $5,868-16.8% | $4,937-1.1% | $5,850-16.6% |
| Admin fee / account holder | $1,068 | $13,434-92.0% | $9,702-89.0% | $11,596-90.8% |