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 | $15,232 | $127,065-88.0% | $113,168-86.5% | $142,382-89.3% |
| Participation rate | 81.0% | 79.2%+1.7pp | 76.6%+4.4pp | 80.1%+0.8pp |
| Annual return | 23.63% | 24.03%-0.4pp | 24.27%-0.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,123 | $3,442-67.4% | $2,975-62.2% | $4,299-73.9% |
| Participant deferral / active EE | $3,418 | $5,716-40.2% | $5,107-33.1% | $6,507-47.5% |
| Admin fee / account holder | $353 | $15,736-97.8% | $12,068-97.1% | $12,624-97.2% |