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 | $10,788 | $106,515-89.9% | $96,683-88.8% | $139,434-92.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 16.14% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,603 | $4,103-60.9% | $3,737-57.1% | $4,751-66.3% |
| Participant deferral / active EE | $3,942 | $5,454-27.7% | $4,878-19.2% | $6,710-41.3% |
| Admin fee / account holder | $7,076 | $7,877-10.2% | $6,730+5.2% | $11,403-37.9% |