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 | $13,610 | $117,841-88.5% | $102,423-86.7% | $145,922-90.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 14.03% | 31.65%-17.6pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,095 | $3,615-69.7% | $3,023-63.8% | $4,660-76.5% |
| Participant deferral / active EE | $6,009 | $5,731+4.9% | $5,053+18.9% | $6,688-10.1% |
| Admin fee / account holder | $618 | $13,326-95.4% | $9,451-93.5% | $13,397-95.4% |