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 3-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 | $9,163 | $100,970-90.9% | $96,576-90.5% | $137,256-93.3% |
| Participation rate | 92.3% | 82.6%+9.7pp | 81.4%+10.9pp | 80.0%+12.3pp |
| Annual return | 35.03% | 38.16%-3.1pp | 38.47%-3.4pp | 220.34%-185.3pp |
| Employer contribution / active EE | $2,154 | $3,809-43.5% | $3,553-39.4% | $4,156-48.2% |
| Participant deferral / active EE | $3,546 | $8,286-57.2% | $7,956-55.4% | $6,407-44.7% |
| Admin fee / account holder | $767 | $11,312-93.2% | $11,381-93.3% | $12,270-93.7% |