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 | $18,372 | $109,881-83.3% | $150,045-87.8% | $84,808-78.3% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 38.02% | 28.25%+9.8pp | 62.55%-24.5pp | 40.90%-2.9pp |
| Employer contribution / active EE | $2,300 | $3,561-35.4% | $4,693-51.0% | $2,631-12.6% |
| Participant deferral / active EE | $3,243 | $6,636-51.1% | $7,997-59.4% | $4,212-23.0% |
| Admin fee / account holder | $764 | $8,568-91.1% | $13,435-94.3% | $7,344-89.6% |