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 3-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 | $11,410 | $80,968-85.9% | $96,544-88.2% | $75,163-84.8% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 39.75% | 27.06%+12.7pp | 25.84%+13.9pp | 160.62%-120.9pp |
| Employer contribution / active EE | $1,528 | $2,282-33.0% | $2,965-48.5% | $2,670-42.8% |
| Participant deferral / active EE | $2,844 | $3,928-27.6% | $4,851-41.4% | $4,125-31.0% |
| Admin fee / account holder | $726 | $6,724-89.2% | $8,252-91.2% | $5,651-87.1% |