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 10-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 | $13,534 | $63,299-78.6% | $91,001-85.1% | $62,292-78.3% |
| Participation rate | 95.1% | 73.3%+21.8pp | 75.6%+19.5pp | 69.5%+25.6pp |
| Annual return | 32.54% | 20.99%+11.5pp | 4.60%+27.9pp | 28.90%+3.6pp |
| Employer contribution / active EE | $2,076 | $1,807+14.9% | $2,456-15.5% | $2,042+1.6% |
| Participant deferral / active EE | $3,299 | $2,943+12.1% | $3,547-7.0% | $3,169+4.1% |
| Admin fee / account holder | $664 | $468+42.0% | $5,417-87.7% | $479+38.5% |