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 3-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 | $12,862 | $159,602-91.9% | $150,045-91.4% | $142,382-91.0% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 20.43% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,970 | $4,961-60.3% | $4,693-58.0% | $4,299-54.2% |
| Participant deferral / active EE | $3,219 | $8,310-61.3% | $7,997-59.7% | $6,507-50.5% |
| Admin fee / account holder | $878 | $14,846-94.1% | $13,435-93.5% | $12,624-93.0% |