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 | $20,485 | $178,174-88.5% | $156,181-86.9% | $137,256-85.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 20.61% | 84.19%-63.6pp | 64.87%-44.3pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,723 | $4,972-45.2% | $4,294-36.6% | $4,156-34.5% |
| Participant deferral / active EE | $3,149 | $6,888-54.3% | $6,132-48.6% | $6,407-50.8% |
| Admin fee / account holder | $5,454 | $17,404-68.7% | $14,586-62.6% | $12,270-55.5% |