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 | $12,390 | $154,228-92.0% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 21.93% | 74.59%-52.7pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,369 | $4,804-71.5% | $4,554-69.9% | $4,156-67.1% |
| Participant deferral / active EE | $2,629 | $8,216-68.0% | $7,897-66.7% | $6,407-59.0% |
| Admin fee / account holder | $1,007 | $14,344-93.0% | $13,129-92.3% | $12,270-91.8% |