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 | $15,005 | $154,117-90.3% | $129,995-88.5% | $139,434-89.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.93% | 32.48%-10.5pp | -137.18%+159.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $5,458 | $5,289+3.2% | $4,320+26.4% | $4,751+14.9% |
| Participant deferral / active EE | $10,223 | $6,710+52.4% | $5,820+75.6% | $6,710+52.3% |
| Admin fee / account holder | $2,725 | $14,007-80.5% | $10,614-74.3% | $11,403-76.1% |