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 | $12,983 | $154,117-91.6% | $129,995-90.0% | $139,434-90.7% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 36.41% | 32.48%+3.9pp | -137.18%+173.6pp | 372.94%-336.5pp |
| Employer contribution / active EE | $2,606 | $5,289-50.7% | $4,320-39.7% | $4,751-45.2% |
| Participant deferral / active EE | $3,660 | $6,710-45.5% | $5,820-37.1% | $6,710-45.5% |
| Admin fee / account holder | $901 | $14,007-93.6% | $10,614-91.5% | $11,403-92.1% |