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 5-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 | $12,269 | $178,174-93.1% | $156,181-92.1% | $137,256-91.1% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.8%+3.5pp | 80.0%+2.4pp |
| Annual return | 17.47% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,452 | $4,972-70.8% | $4,294-66.2% | $4,156-65.1% |
| Participant deferral / active EE | $2,229 | $6,888-67.6% | $6,132-63.6% | $6,407-65.2% |
| Admin fee / account holder | $4,560 | $17,404-73.8% | $14,586-68.7% | $12,270-62.8% |