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 | $14,783 | $135,952-89.1% | $123,892-88.1% | $273,961-94.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 15.99% | 56.63%-40.6pp | 47.52%-31.5pp | 41.45%-25.5pp |
| Employer contribution / active EE | $3,341 | $5,170-35.4% | $4,617-27.6% | $4,869-31.4% |
| Participant deferral / active EE | $6,047 | $6,343-4.7% | $5,984+1.1% | $5,287+14.4% |
| Admin fee / account holder | $309 | $9,817-96.9% | $8,357-96.3% | $10,132-97.0% |