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 | $13,112 | $201,272-93.5% | $184,203-92.9% | $145,922-91.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.53% | 29.00%-2.5pp | 28.81%-2.3pp | 561.29%-534.8pp |
| Employer contribution / active EE | $2,877 | $7,022-59.0% | $6,427-55.2% | $4,660-38.3% |
| Participant deferral / active EE | $3,204 | $9,806-67.3% | $9,131-64.9% | $6,688-52.1% |
| Admin fee / account holder | $4,057 | $16,364-75.2% | $13,901-70.8% | $13,397-69.7% |