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 9-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 | $4,090 | $180,749-97.7% | $160,784-97.5% | $137,256-97.0% |
| Participation rate | 95.2% | 80.0%+15.3pp | 77.0%+18.3pp | 80.0%+15.3pp |
| Annual return | 15.79% | 2234.46%-2218.7pp | 1803.92%-1788.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $822 | $4,155-80.2% | $3,733-78.0% | $4,156-80.2% |
| Participant deferral / active EE | $1,393 | $6,844-79.6% | $6,293-77.9% | $6,407-78.3% |
| Admin fee / account holder | $403 | $10,397-96.1% | $9,717-95.9% | $12,270-96.7% |