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 5-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 | $10,030 | $180,749-94.5% | $160,784-93.8% | $137,256-92.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 20.78% | 2234.46%-2213.7pp | 1803.92%-1783.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $865 | $4,155-79.2% | $3,733-76.8% | $4,156-79.2% |
| Participant deferral / active EE | $1,358 | $6,844-80.2% | $6,293-78.4% | $6,407-78.8% |
| Admin fee / account holder | $2,528 | $10,397-75.7% | $9,717-74.0% | $12,270-79.4% |