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 | $14,255 | $179,726-92.1% | $156,263-90.9% | $142,382-90.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 105.04% | 77.86%+27.2pp | 59.47%+45.6pp | 217.08%-112.0pp |
| Employer contribution / active EE | $3,986 | $5,069-21.4% | $4,333-8.0% | $4,299-7.3% |
| Participant deferral / active EE | $8,546 | $6,956+22.9% | $6,158+38.8% | $6,507+31.3% |
| Admin fee / account holder | $3,701 | $17,272-78.6% | $14,255-74.0% | $12,624-70.7% |