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 4-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 | $14,159 | $88,672-84.0% | $105,223-86.5% | $82,448-82.8% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 13.45% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,490 | $3,048-51.1% | $3,689-59.6% | $2,551-41.6% |
| Participant deferral / active EE | $3,974 | $4,036-1.5% | $5,072-21.6% | $4,139-4.0% |
| Admin fee / account holder | $1,686 | $7,146-76.4% | $8,859-81.0% | $7,234-76.7% |