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 | $8,539 | $93,571-90.9% | $135,903-93.7% | $75,163-88.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 39.11% | 30.90%+8.2pp | 68.23%-29.1pp | 160.62%-121.5pp |
| Employer contribution / active EE | $2,531 | $3,537-28.4% | $4,856-47.9% | $2,670-5.2% |
| Participant deferral / active EE | $3,881 | $6,404-39.4% | $7,758-50.0% | $4,125-5.9% |
| Admin fee / account holder | $689 | $6,975-90.1% | $10,762-93.6% | $5,651-87.8% |