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 3-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 | $16,659 | $179,726-90.7% | $156,263-89.3% | $142,382-88.3% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.9%+7.5pp | 80.1%+6.2pp |
| Annual return | 24.72% | 77.86%-53.1pp | 59.47%-34.7pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,569 | $5,069-69.0% | $4,333-63.8% | $4,299-63.5% |
| Participant deferral / active EE | $3,870 | $6,956-44.4% | $6,158-37.2% | $6,507-40.5% |
| Admin fee / account holder | $442 | $17,272-97.4% | $14,255-96.9% | $12,624-96.5% |