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 3-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 | $13,455 | $133,922-90.0% | $116,228-88.4% | $142,382-90.6% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.6%+18.8pp | 80.1%+13.2pp |
| Annual return | 21.31% | 147.76%-126.4pp | 90.06%-68.7pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,330 | $3,446-61.4% | $2,994-55.6% | $4,299-69.1% |
| Participant deferral / active EE | $3,235 | $5,672-43.0% | $4,953-34.7% | $6,507-50.3% |
| Admin fee / account holder | $637 | $14,945-95.7% | $11,989-94.7% | $12,624-95.0% |