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 | $16,722 | $109,881-84.8% | $150,045-88.9% | $84,808-80.3% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.7pp | 68.3%+18.7pp |
| Annual return | 22.60% | 28.25%-5.6pp | 62.55%-40.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,699 | $3,561-52.3% | $4,693-63.8% | $2,631-35.4% |
| Participant deferral / active EE | $3,664 | $6,636-44.8% | $7,997-54.2% | $4,212-13.0% |
| Admin fee / account holder | $313 | $8,568-96.3% | $13,435-97.7% | $7,344-95.7% |