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 | $12,322 | $127,065-90.3% | $113,168-89.1% | $142,382-91.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 23.19% | 24.03%-0.8pp | 24.27%-1.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,531 | $3,442-55.5% | $2,975-48.5% | $4,299-64.4% |
| Participant deferral / active EE | $2,742 | $5,716-52.0% | $5,107-46.3% | $6,507-57.9% |
| Admin fee / account holder | $1,539 | $15,736-90.2% | $12,068-87.2% | $12,624-87.8% |