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 | $13,069 | $68,719-81.0% | $91,541-85.7% | $84,808-84.6% |
| Participation rate | 93.4% | 64.5%+28.9pp | 69.8%+23.7pp | 68.3%+25.1pp |
| Annual return | 46.55% | 19.12%+27.4pp | 20.50%+26.1pp | 40.90%+5.7pp |
| Employer contribution / active EE | $2,602 | $1,920+35.5% | $2,505+3.9% | $2,631-1.1% |
| Participant deferral / active EE | $4,503 | $3,136+43.6% | $4,008+12.4% | $4,212+6.9% |
| Admin fee / account holder | $3,464 | $5,786-40.1% | $6,956-50.2% | $7,344-52.8% |