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 | $18,614 | $178,174-89.6% | $156,181-88.1% | $137,256-86.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.82% | 84.19%-64.4pp | 64.87%-45.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,085 | $4,972-17.8% | $4,294-4.9% | $4,156-1.7% |
| Participant deferral / active EE | $2,428 | $6,888-64.8% | $6,132-60.4% | $6,407-62.1% |
| Admin fee / account holder | $1,248 | $17,404-92.8% | $14,586-91.4% | $12,270-89.8% |