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 | $214,378-95.4% | $200,582-95.1% | $142,382-93.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 24.60% | 46.41%-21.8pp | 42.33%-17.7pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,979 | $6,841-71.1% | $6,419-69.2% | $4,299-54.0% |
| Participant deferral / active EE | $3,500 | $9,865-64.5% | $9,331-62.5% | $6,507-46.2% |
| Admin fee / account holder | $554 | $17,692-96.9% | $16,305-96.6% | $12,624-95.6% |