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 | $18,421 | $73,933-75.1% | $96,683-80.9% | $75,163-75.5% |
| Participation rate | 96.7% | 66.4%+30.3pp | 74.3%+22.4pp | 67.2%+29.5pp |
| Annual return | 38.88% | 26.70%+12.2pp | 35.69%+3.2pp | 160.62%-121.7pp |
| Employer contribution / active EE | $3,262 | $2,928+11.4% | $3,737-12.7% | $2,670+22.2% |
| Participant deferral / active EE | $8,696 | $3,659+137.7% | $4,878+78.3% | $4,125+110.8% |
| Admin fee / account holder | $2,348 | $5,216-55.0% | $6,730-65.1% | $5,651-58.5% |