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 | $22,374 | $214,378-89.6% | $200,582-88.8% | $142,382-84.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.30% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,417 | $6,841-79.3% | $6,419-77.9% | $4,299-67.0% |
| Participant deferral / active EE | $4,932 | $9,865-50.0% | $9,331-47.1% | $6,507-24.2% |
| Admin fee / account holder | $963 | $17,692-94.6% | $16,305-94.1% | $12,624-92.4% |