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 7-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 | $10,868 | $165,335-93.4% | $149,696-92.7% | $158,922-93.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 33.02% | 348.15%-315.1pp | 276.60%-243.6pp | 302.83%-269.8pp |
| Employer contribution / active EE | $2,062 | $5,103-59.6% | $4,644-55.6% | $4,761-56.7% |
| Participant deferral / active EE | $3,828 | $7,181-46.7% | $6,842-44.0% | $5,982-36.0% |
| Admin fee / account holder | $1,040 | $10,807-90.4% | $9,309-88.8% | $11,246-90.8% |