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 | $12,862 | $154,228-91.7% | $145,433-91.2% | $137,256-90.6% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 20.43% | 74.59%-54.2pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,970 | $4,804-59.0% | $4,554-56.8% | $4,156-52.6% |
| Participant deferral / active EE | $3,219 | $8,216-60.8% | $7,897-59.2% | $6,407-49.8% |
| Admin fee / account holder | $878 | $14,344-93.9% | $13,129-93.3% | $12,270-92.8% |