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 | $22,185 | $214,378-89.7% | $200,582-88.9% | $142,382-84.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 24.04% | 46.41%-22.4pp | 42.33%-18.3pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,893 | $6,841-72.3% | $6,419-70.5% | $4,299-56.0% |
| Participant deferral / active EE | $5,530 | $9,865-43.9% | $9,331-40.7% | $6,507-15.0% |
| Admin fee / account holder | $1,430 | $17,692-91.9% | $16,305-91.2% | $12,624-88.7% |