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 | $12,884 | $209,336-93.8% | $197,124-93.5% | $137,256-90.6% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 29.41% | 48.09%-18.7pp | 44.34%-14.9pp | 220.34%-190.9pp |
| Employer contribution / active EE | $1,564 | $6,591-76.3% | $6,227-74.9% | $4,156-62.4% |
| Participant deferral / active EE | $3,516 | $9,614-63.4% | $9,135-61.5% | $6,407-45.1% |
| Admin fee / account holder | $1,805 | $17,308-89.6% | $16,298-88.9% | $12,270-85.3% |