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 | $10,591 | $89,753-88.2% | $107,525-90.2% | $84,808-87.5% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 45.31% | 29.48%+15.8pp | 181.32%-136.0pp | 40.90%+4.4pp |
| Employer contribution / active EE | $3,957 | $3,113+27.1% | $3,754+5.4% | $2,631+50.4% |
| Participant deferral / active EE | $4,588 | $4,056+13.1% | $5,116-10.3% | $4,212+8.9% |
| Admin fee / account holder | $6,438 | $7,222-10.9% | $8,919-27.8% | $7,344-12.3% |