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 | $15,504 | $214,378-92.8% | $200,582-92.3% | $142,382-89.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 23.52% | 46.41%-22.9pp | 42.33%-18.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,619 | $6,841-76.3% | $6,419-74.8% | $4,299-62.4% |
| Participant deferral / active EE | $4,836 | $9,865-51.0% | $9,331-48.2% | $6,507-25.7% |
| Admin fee / account holder | $587 | $17,692-96.7% | $16,305-96.4% | $12,624-95.4% |