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 5-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 | $10,728 | $148,534-92.8% | $135,903-92.1% | $139,434-92.3% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 14.12% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,737 | $5,243-66.9% | $4,856-64.2% | $4,751-63.4% |
| Participant deferral / active EE | $3,271 | $8,100-59.6% | $7,758-57.8% | $6,710-51.2% |
| Admin fee / account holder | $2,557 | $12,400-79.4% | $10,762-76.2% | $11,403-77.6% |