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 | $14,543 | $202,432-92.8% | $169,368-91.4% | $139,434-89.6% |
| Participation rate | 81.3% | 81.1%+0.2pp | 77.1%+4.1pp | 80.3%+0.9pp |
| Annual return | 19.60% | 531.74%-512.1pp | 405.60%-386.0pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,522 | $4,692-67.6% | $4,013-62.1% | $4,751-68.0% |
| Participant deferral / active EE | $2,818 | $6,938-59.4% | $6,221-54.7% | $6,710-58.0% |
| Admin fee / account holder | $501 | $10,708-95.3% | $9,003-94.4% | $11,403-95.6% |