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 | $11,847 | $177,572-93.3% | $154,803-92.3% | $142,382-91.7% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 12.55% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,635 | $4,810-66.0% | $4,305-62.0% | $4,299-62.0% |
| Participant deferral / active EE | $2,980 | $6,272-52.5% | $5,540-46.2% | $6,507-54.2% |
| Admin fee / account holder | $1,157 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |