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 | $20,124 | $165,984-87.9% | $164,813-87.8% | $145,922-86.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 15.89% | 100.03%-84.1pp | 69.93%-54.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,362 | $5,273-36.2% | $4,341-22.5% | $4,660-27.8% |
| Participant deferral / active EE | $4,311 | $6,959-38.1% | $6,031-28.5% | $6,688-35.5% |
| Admin fee / account holder | $4,887 | $16,648-70.6% | $12,690-61.5% | $13,397-63.5% |