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 | $14,711 | $209,336-93.0% | $197,124-92.5% | $137,256-89.3% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 30.80% | 48.09%-17.3pp | 44.34%-13.5pp | 220.34%-189.5pp |
| Employer contribution / active EE | $1,790 | $6,591-72.8% | $6,227-71.3% | $4,156-56.9% |
| Participant deferral / active EE | $5,014 | $9,614-47.8% | $9,135-45.1% | $6,407-21.7% |
| Admin fee / account holder | $897 | $17,308-94.8% | $16,298-94.5% | $12,270-92.7% |