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 | $9,224 | $57,541-84.0% | $95,745-90.4% | $75,163-87.7% |
| Participation rate | 92.7% | 62.5%+30.2pp | 72.3%+20.4pp | 67.2%+25.5pp |
| Annual return | 46.06% | 34.93%+11.1pp | 28.35%+17.7pp | 160.62%-114.6pp |
| Employer contribution / active EE | $4,564 | $1,808+152.5% | $2,835+61.0% | $2,670+70.9% |
| Participant deferral / active EE | $5,915 | $3,074+92.4% | $4,245+39.4% | $4,125+43.4% |
| Admin fee / account holder | $2,671 | $4,099-34.8% | $5,678-53.0% | $5,651-52.7% |