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 | $15,466 | $127,065-87.8% | $113,168-86.3% | $142,382-89.1% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 18.40% | 24.03%-5.6pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,963 | $3,442-43.0% | $2,975-34.0% | $4,299-54.3% |
| Participant deferral / active EE | $2,444 | $5,716-57.2% | $5,107-52.1% | $6,507-62.4% |
| Admin fee / account holder | $1,435 | $15,736-90.9% | $12,068-88.1% | $12,624-88.6% |