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 | $15,311 | $238,490-93.6% | $180,183-91.5% | $142,382-89.2% |
| Participation rate | 92.3% | 82.3%+10.0pp | 77.4%+14.9pp | 80.1%+12.2pp |
| Annual return | 13.58% | 33.56%-20.0pp | 27.86%-14.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,429 | $6,143-76.7% | $5,039-71.6% | $4,299-66.8% |
| Participant deferral / active EE | $2,558 | $7,996-68.0% | $6,822-62.5% | $6,507-60.7% |
| Admin fee / account holder | $1,242 | $28,866-95.7% | $19,975-93.8% | $12,624-90.2% |