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 | $21,690 | $125,758-82.8% | $169,993-87.2% | $75,163-71.1% |
| Participation rate | 75.5% | 83.6%-8.1pp | 87.0%-11.5pp | 67.2%+8.3pp |
| Annual return | 19.34% | 27.20%-7.9pp | 53.37%-34.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,407 | $4,615-47.8% | $6,785-64.5% | $2,670-9.8% |
| Participant deferral / active EE | $5,439 | $6,837-20.4% | $10,408-47.7% | $4,125+31.9% |
| Admin fee / account holder | $1,921 | $8,173-76.5% | $12,815-85.0% | $5,651-66.0% |