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 | $4,954 | $159,602-96.9% | $150,045-96.7% | $142,382-96.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 26.99% | 70.24%-43.2pp | 62.55%-35.6pp | 217.08%-190.1pp |
| Employer contribution / active EE | $1,487 | $4,961-70.0% | $4,693-68.3% | $4,299-65.4% |
| Participant deferral / active EE | $2,773 | $8,310-66.6% | $7,997-65.3% | $6,507-57.4% |
| Admin fee / account holder | $1,929 | $14,846-87.0% | $13,435-85.6% | $12,624-84.7% |