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 6-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 | $12,172 | $165,335-92.6% | $149,696-91.9% | $158,922-92.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 36.30% | 348.15%-311.8pp | 276.60%-240.3pp | 302.83%-266.5pp |
| Employer contribution / active EE | $1,736 | $5,103-66.0% | $4,644-62.6% | $4,761-63.5% |
| Participant deferral / active EE | $3,041 | $7,181-57.7% | $6,842-55.6% | $5,982-49.2% |
| Admin fee / account holder | $328 | $10,807-97.0% | $9,309-96.5% | $11,246-97.1% |