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 | $15,782 | $148,534-89.4% | $135,903-88.4% | $139,434-88.7% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 57.49% | 79.19%-21.7pp | 68.23%-10.7pp | 372.94%-315.4pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,168 | $8,100+0.8% | $7,758+5.3% | $6,710+21.7% |
| Admin fee / account holder | $5,518 | $12,400-55.5% | $10,762-48.7% | $11,403-51.6% |