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 5-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 | $12,780 | $69,515-81.6% | $86,874-85.3% | $85,850-85.1% |
| Participation rate | 90.3% | 66.3%+24.0pp | 71.6%+18.7pp | 69.3%+21.0pp |
| Annual return | 96.08% | 20.12%+76.0pp | 63.52%+32.6pp | 318.53%-222.5pp |
| Employer contribution / active EE | $1,692 | $1,880-10.0% | $2,495-32.2% | $2,565-34.0% |
| Participant deferral / active EE | $3,602 | $2,919+23.4% | $3,699-2.6% | $3,952-8.8% |
| Admin fee / account holder | $3,468 | $5,972-41.9% | $5,828-40.5% | $6,260-44.6% |