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 | $7,376 | $110,257-93.3% | $96,544-92.4% | $139,434-94.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 25.13% | 26.32%-1.2pp | 25.84%-0.7pp | 372.94%-347.8pp |
| Employer contribution / active EE | $2,186 | $3,620-39.6% | $2,965-26.3% | $4,751-54.0% |
| Participant deferral / active EE | $2,445 | $5,548-55.9% | $4,851-49.6% | $6,710-63.6% |
| Admin fee / account holder | $860 | $11,591-92.6% | $8,252-89.6% | $11,403-92.5% |