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 3-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 | $12,709 | $159,934-92.1% | $147,005-91.4% | $145,959-91.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 68.12% | 98.24%-30.1pp | 418.76%-350.6pp | 561.95%-493.8pp |
| Employer contribution / active EE | $2,053 | $5,287-61.2% | $4,934-58.4% | $4,661-56.0% |
| Participant deferral / active EE | $4,121 | $8,427-51.1% | $8,070-48.9% | $6,689-38.4% |
| Admin fee / account holder | $517 | $15,053-96.6% | $13,006-96.0% | $13,398-96.1% |