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 | $21,853 | $209,336-89.6% | $197,124-88.9% | $137,256-84.1% |
| Participation rate | 84.6% | 87.3%-2.7pp | 86.7%-2.1pp | 80.0%+4.7pp |
| Annual return | 24.80% | 48.09%-23.3pp | 44.34%-19.5pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,841 | $6,591-72.1% | $6,227-70.4% | $4,156-55.7% |
| Participant deferral / active EE | $3,621 | $9,614-62.3% | $9,135-60.4% | $6,407-43.5% |
| Admin fee / account holder | $977 | $17,308-94.4% | $16,298-94.0% | $12,270-92.0% |