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 | $12,879 | $210,648-93.9% | $177,989-92.8% | $145,922-91.2% |
| Participation rate | 73.7% | 80.8%-7.1pp | 77.1%-3.4pp | 80.3%-6.6pp |
| Annual return | 19.05% | 385.86%-366.8pp | 294.48%-275.4pp | 561.29%-542.2pp |
| Employer contribution / active EE | $822 | $4,565-82.0% | $3,949-79.2% | $4,660-82.3% |
| Participant deferral / active EE | $2,333 | $6,958-66.5% | $6,276-62.8% | $6,688-65.1% |
| Admin fee / account holder | $700 | $12,013-94.2% | $10,363-93.2% | $13,397-94.8% |