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 | $7,797 | $118,450-93.4% | $98,439-92.1% | $139,434-94.4% |
| Participation rate | 94.1% | 77.4%+16.7pp | 75.2%+19.0pp | 80.3%+13.8pp |
| Annual return | 39.65% | 18.94%+20.7pp | 21.16%+18.5pp | 372.94%-333.3pp |
| Employer contribution / active EE | $1,491 | $3,609-58.7% | $3,048-51.1% | $4,751-68.6% |
| Participant deferral / active EE | $4,493 | $5,392-16.7% | $4,738-5.2% | $6,710-33.0% |
| Admin fee / account holder | $472 | $14,026-96.6% | $8,948-94.7% | $11,403-95.9% |