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 | $18,058 | $201,272-91.0% | $184,203-90.2% | $145,922-87.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.65% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,678 | $7,022-76.1% | $6,427-73.9% | $4,660-64.0% |
| Participant deferral / active EE | $6,316 | $9,806-35.6% | $9,131-30.8% | $6,688-5.6% |
| Admin fee / account holder | $2,311 | $16,364-85.9% | $13,901-83.4% | $13,397-82.8% |