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 | $8,033 | $80,968-90.1% | $96,544-91.7% | $75,163-89.3% |
| Participation rate | 81.5% | 71.8%+9.7pp | 76.0%+5.5pp | 67.2%+14.3pp |
| Annual return | 162.69% | 27.06%+135.6pp | 25.84%+136.8pp | 160.62%+2.1pp |
| Employer contribution / active EE | $1,069 | $2,282-53.1% | $2,965-63.9% | $2,670-60.0% |
| Participant deferral / active EE | $2,151 | $3,928-45.2% | $4,851-55.7% | $4,125-47.9% |
| Admin fee / account holder | $719 | $6,724-89.3% | $8,252-91.3% | $5,651-87.3% |