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 | $172,111-94.3% | $150,298-93.5% | $137,256-92.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 43.14% | 69.37%-26.2pp | 62.79%-19.6pp | 220.34%-177.2pp |
| Employer contribution / active EE | $1,809 | $4,636-61.0% | $4,154-56.5% | $4,156-56.5% |
| Participant deferral / active EE | $2,963 | $6,166-51.9% | $5,453-45.7% | $6,407-53.7% |
| Admin fee / account holder | $357 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |