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 | $13,511 | $133,922-89.9% | $116,228-88.4% | $142,382-90.5% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 25.57% | 147.76%-122.2pp | 90.06%-64.5pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,496 | $3,446-56.6% | $2,994-50.0% | $4,299-65.2% |
| Participant deferral / active EE | $1,766 | $5,672-68.9% | $4,953-64.3% | $6,507-72.9% |
| Admin fee / account holder | $938 | $14,945-93.7% | $11,989-92.2% | $12,624-92.6% |