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 10-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 | $12,162 | $135,952-91.1% | $123,892-90.2% | $273,961-95.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 14.38% | 56.63%-42.2pp | 47.52%-33.1pp | 41.45%-27.1pp |
| Employer contribution / active EE | $1,719 | $5,170-66.7% | $4,617-62.8% | $4,869-64.7% |
| Participant deferral / active EE | $4,382 | $6,343-30.9% | $5,984-26.8% | $5,287-17.1% |
| Admin fee / account holder | $2,106 | $9,817-78.6% | $8,357-74.8% | $10,132-79.2% |