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 | $214,378-94.0% | $200,582-93.6% | $142,382-91.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 29.41% | 46.41%-17.0pp | 42.33%-12.9pp | 217.08%-187.7pp |
| Employer contribution / active EE | $1,564 | $6,841-77.1% | $6,419-75.6% | $4,299-63.6% |
| Participant deferral / active EE | $3,516 | $9,865-64.4% | $9,331-62.3% | $6,507-46.0% |
| Admin fee / account holder | $1,805 | $17,692-89.8% | $16,305-88.9% | $12,624-85.7% |