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 | $19,227 | $201,272-90.4% | $184,203-89.6% | $145,922-86.8% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 14.47% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,812 | $7,022-60.0% | $6,427-56.2% | $4,660-39.7% |
| Participant deferral / active EE | $4,567 | $9,806-53.4% | $9,131-50.0% | $6,688-31.7% |
| Admin fee / account holder | $1,148 | $16,364-93.0% | $13,901-91.7% | $13,397-91.4% |