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 | $9,964 | $106,515-90.6% | $96,683-89.7% | $139,434-92.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 72.11% | 38.43%+33.7pp | 35.69%+36.4pp | 372.94%-300.8pp |
| Employer contribution / active EE | $2,545 | $4,103-38.0% | $3,737-31.9% | $4,751-46.4% |
| Participant deferral / active EE | $6,061 | $5,454+11.1% | $4,878+24.2% | $6,710-9.7% |
| Admin fee / account holder | $662 | $7,877-91.6% | $6,730-90.2% | $11,403-94.2% |