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 6-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 | $10,351 | $148,534-93.0% | $135,903-92.4% | $139,434-92.6% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 29.10% | 79.19%-50.1pp | 68.23%-39.1pp | 372.94%-343.8pp |
| Employer contribution / active EE | $1,453 | $5,243-72.3% | $4,856-70.1% | $4,751-69.4% |
| Participant deferral / active EE | $3,097 | $8,100-61.8% | $7,758-60.1% | $6,710-53.8% |
| Admin fee / account holder | $1,870 | $12,400-84.9% | $10,762-82.6% | $11,403-83.6% |