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 | $6,819 | $106,515-93.6% | $96,683-92.9% | $139,434-95.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 20.48% | 38.43%-17.9pp | 35.69%-15.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,111 | $4,103-48.6% | $3,737-43.5% | $4,751-55.6% |
| Participant deferral / active EE | $4,274 | $5,454-21.6% | $4,878-12.4% | $6,710-36.3% |
| Admin fee / account holder | $359 | $7,877-95.4% | $6,730-94.7% | $11,403-96.8% |