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 | $15,377 | $165,984-90.7% | $164,813-90.7% | $145,922-89.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.49% | 100.03%-84.5pp | 69.93%-54.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,548 | $5,273-51.7% | $4,341-41.3% | $4,660-45.3% |
| Participant deferral / active EE | $2,779 | $6,959-60.1% | $6,031-53.9% | $6,688-58.4% |
| Admin fee / account holder | $1,421 | $16,648-91.5% | $12,690-88.8% | $13,397-89.4% |