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 | $9,788 | $209,336-95.3% | $197,124-95.0% | $137,256-92.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 24.60% | 48.09%-23.5pp | 44.34%-19.7pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,979 | $6,591-70.0% | $6,227-68.2% | $4,156-52.4% |
| Participant deferral / active EE | $3,500 | $9,614-63.6% | $9,135-61.7% | $6,407-45.4% |
| Admin fee / account holder | $554 | $17,308-96.8% | $16,298-96.6% | $12,270-95.5% |