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 | $8,698 | $106,515-91.8% | $96,683-91.0% | $139,434-93.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 32.17% | 38.43%-6.3pp | 35.69%-3.5pp | 372.94%-340.8pp |
| Employer contribution / active EE | $1,983 | $4,103-51.7% | $3,737-46.9% | $4,751-58.3% |
| Participant deferral / active EE | $3,138 | $5,454-42.5% | $4,878-35.7% | $6,710-53.2% |
| Admin fee / account holder | $390 | $7,877-95.1% | $6,730-94.2% | $11,403-96.6% |