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 | $10,117 | $109,881-90.8% | $150,045-93.3% | $84,808-88.1% |
| Participation rate | 95.3% | 76.1%+19.2pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 14.73% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,918 | $3,561-46.2% | $4,693-59.1% | $2,631-27.1% |
| Participant deferral / active EE | $3,032 | $6,636-54.3% | $7,997-62.1% | $4,212-28.0% |
| Admin fee / account holder | $685 | $8,568-92.0% | $13,435-94.9% | $7,344-90.7% |