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 | $15,856 | $214,378-92.6% | $200,582-92.1% | $142,382-88.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 21.25% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,019 | $6,841-70.5% | $6,419-68.5% | $4,299-53.0% |
| Participant deferral / active EE | $3,137 | $9,865-68.2% | $9,331-66.4% | $6,507-51.8% |
| Admin fee / account holder | $1,006 | $17,692-94.3% | $16,305-93.8% | $12,624-92.0% |