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 6-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 | $19,738 | $185,822-89.4% | $169,993-88.4% | $139,434-85.8% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 25.69% | 60.50%-34.8pp | 53.37%-27.7pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,496 | $7,590-80.3% | $6,785-77.9% | $4,751-68.5% |
| Participant deferral / active EE | $4,295 | $11,622-63.0% | $10,408-58.7% | $6,710-36.0% |
| Admin fee / account holder | $1,215 | $15,381-92.1% | $12,815-90.5% | $11,403-89.3% |