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 10-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 | $14,644 | $60,349-75.7% | $74,183-80.3% | $62,891-76.7% |
| Participation rate | 87.5% | 72.7%+14.8pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 21.12% | 21.37%-0.3pp | 17.74%+3.4pp | 20.14%+1.0pp |
| Employer contribution / active EE | $2,424 | $1,680+44.3% | $2,370+2.3% | $2,281+6.3% |
| Participant deferral / active EE | $3,575 | $2,856+25.2% | $3,550+0.7% | $3,203+11.6% |
| Admin fee / account holder | $968 | $4,261-77.3% | $5,586-82.7% | $4,296-77.5% |