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 | $8,984 | $99,633-91.0% | $183,328-95.1% | $82,448-89.1% |
| Participation rate | 93.8% | 70.8%+23.0pp | 77.3%+16.4pp | 68.1%+25.7pp |
| Annual return | 20.07% | 17.84%+2.2pp | 29.67%-9.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,868 | $3,256-42.6% | $5,055-63.0% | $2,551-26.8% |
| Participant deferral / active EE | $2,260 | $4,938-54.2% | $6,795-66.7% | $4,139-45.4% |
| Admin fee / account holder | $1,681 | $9,934-83.1% | $21,427-92.2% | $7,234-76.8% |