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 | $21,357 | $94,625-77.4% | $116,228-81.6% | $84,808-74.8% |
| Participation rate | 84.6% | 70.4%+14.2pp | 74.6%+10.1pp | 68.3%+16.3pp |
| Annual return | 17.26% | 20.40%-3.1pp | 90.06%-72.8pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,073 | $2,347-11.7% | $2,994-30.8% | $2,631-21.2% |
| Participant deferral / active EE | $5,127 | $3,972+29.1% | $4,953+3.5% | $4,212+21.7% |
| Admin fee / account holder | $3,551 | $10,091-64.8% | $11,989-70.4% | $7,344-51.6% |