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 6-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 | $15,068 | $154,228-90.2% | $145,433-89.6% | $137,256-89.0% |
| Participation rate | 86.4% | 83.8%+2.6pp | 82.1%+4.2pp | 80.0%+6.4pp |
| Annual return | 21.91% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,436 | $4,804-49.3% | $4,554-46.5% | $4,156-41.4% |
| Participant deferral / active EE | $4,266 | $8,216-48.1% | $7,897-46.0% | $6,407-33.4% |
| Admin fee / account holder | $336 | $14,344-97.7% | $13,129-97.4% | $12,270-97.3% |