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 | $23,484 | $214,378-89.0% | $200,582-88.3% | $142,382-83.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.83% | 46.41%-22.6pp | 42.33%-18.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,013 | $6,841-70.6% | $6,419-68.6% | $4,299-53.2% |
| Participant deferral / active EE | $3,386 | $9,865-65.7% | $9,331-63.7% | $6,507-48.0% |
| Admin fee / account holder | $555 | $17,692-96.9% | $16,305-96.6% | $12,624-95.6% |