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 | $19,360 | $178,174-89.1% | $156,181-87.6% | $137,256-85.9% |
| Participation rate | 89.5% | 82.0%+7.4pp | 78.8%+10.6pp | 80.0%+9.5pp |
| Annual return | 21.52% | 84.19%-62.7pp | 64.87%-43.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,330 | $4,972-33.0% | $4,294-22.5% | $4,156-19.9% |
| Participant deferral / active EE | $5,876 | $6,888-14.7% | $6,132-4.2% | $6,407-8.3% |
| Admin fee / account holder | $875 | $17,404-95.0% | $14,586-94.0% | $12,270-92.9% |