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 | $38,038 | $125,758-69.8% | $169,993-77.6% | $75,163-49.4% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.0%+4.5pp | 67.2%+24.3pp |
| Annual return | 33.55% | 27.20%+6.4pp | 53.37%-19.8pp | 160.62%-127.1pp |
| Employer contribution / active EE | $12,180 | $4,615+163.9% | $6,785+79.5% | $2,670+356.2% |
| Participant deferral / active EE | $18,443 | $6,837+169.7% | $10,408+77.2% | $4,125+347.1% |
| Admin fee / account holder | $4,744 | $8,173-42.0% | $12,815-63.0% | $5,651-16.0% |