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 | $9,806 | $177,572-94.5% | $154,803-93.7% | $142,382-93.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 43.14% | 65.07%-21.9pp | 58.88%-15.7pp | 217.08%-173.9pp |
| Employer contribution / active EE | $1,809 | $4,810-62.4% | $4,305-58.0% | $4,299-57.9% |
| Participant deferral / active EE | $2,963 | $6,272-52.7% | $5,540-46.5% | $6,507-54.5% |
| Admin fee / account holder | $357 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |