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 | $9,592 | $172,111-94.4% | $150,298-93.6% | $137,256-93.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 23.00% | 69.37%-46.4pp | 62.79%-39.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,050 | $4,636-77.4% | $4,154-74.7% | $4,156-74.7% |
| Participant deferral / active EE | $1,879 | $6,166-69.5% | $5,453-65.5% | $6,407-70.7% |
| Admin fee / account holder | $667 | $16,471-96.0% | $14,116-95.3% | $12,270-94.6% |