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 | $3,039 | $111,754-97.3% | $103,333-97.1% | $145,922-97.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 34.70% | 24.77%+9.9pp | 24.88%+9.8pp | 561.29%-526.6pp |
| Employer contribution / active EE | $1,784 | $4,212-57.6% | $3,868-53.9% | $4,660-61.7% |
| Participant deferral / active EE | $2,004 | $5,619-64.3% | $5,057-60.4% | $6,688-70.0% |
| Admin fee / account holder | $1,095 | $9,750-88.8% | $8,355-86.9% | $13,397-91.8% |