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 | $9,346 | $106,515-91.2% | $96,683-90.3% | $139,434-93.3% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 27.04% | 38.43%-11.4pp | 35.69%-8.7pp | 372.94%-345.9pp |
| Employer contribution / active EE | $1,569 | $4,103-61.8% | $3,737-58.0% | $4,751-67.0% |
| Participant deferral / active EE | $2,617 | $5,454-52.0% | $4,878-46.4% | $6,710-61.0% |
| Admin fee / account holder | $1,322 | $7,877-83.2% | $6,730-80.4% | $11,403-88.4% |