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 | $11,831 | $108,825-89.1% | $156,181-92.4% | $82,448-85.7% |
| Participation rate | 87.2% | 72.4%+14.8pp | 78.8%+8.4pp | 68.1%+19.1pp |
| Annual return | 24.50% | 20.59%+3.9pp | 64.87%-40.4pp | 41.64%-17.1pp |
| Employer contribution / active EE | $2,012 | $2,870-29.9% | $4,294-53.1% | $2,551-21.1% |
| Participant deferral / active EE | $2,344 | $4,577-48.8% | $6,132-61.8% | $4,139-43.4% |
| Admin fee / account holder | $1,053 | $9,341-88.7% | $14,586-92.8% | $7,234-85.4% |