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 | $8,224 | $114,381-92.8% | $107,525-92.4% | $142,382-94.2% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 22.89% | 242.71%-219.8pp | 181.32%-158.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,073 | $4,015-73.3% | $3,754-71.4% | $4,299-75.0% |
| Participant deferral / active EE | $1,555 | $5,564-72.0% | $5,116-69.6% | $6,507-76.1% |
| Admin fee / account holder | $426 | $9,860-95.7% | $8,919-95.2% | $12,624-96.6% |