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 6-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 | $23,234 | $162,781-85.7% | $133,956-82.7% | $158,922-85.4% |
| Participation rate | 73.7% | 83.2%-9.5pp | 79.8%-6.2pp | 82.0%-8.3pp |
| Annual return | 25.19% | 41.94%-16.8pp | 45.09%-19.9pp | 302.83%-277.6pp |
| Employer contribution / active EE | $2,764 | $4,975-44.5% | $3,919-29.5% | $4,761-42.0% |
| Participant deferral / active EE | $5,244 | $5,911-11.3% | $5,048+3.9% | $5,982-12.3% |
| Admin fee / account holder | $585 | $11,736-95.0% | $8,927-93.4% | $11,246-94.8% |