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 6-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 | $26,019 | $201,272-87.1% | $184,203-85.9% | $145,922-82.2% |
| Participation rate | 87.0% | 87.5%-0.5pp | 86.8%+0.1pp | 80.3%+6.7pp |
| Annual return | 19.11% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $3,048 | $7,022-56.6% | $6,427-52.6% | $4,660-34.6% |
| Participant deferral / active EE | $5,832 | $9,806-40.5% | $9,131-36.1% | $6,688-12.8% |
| Admin fee / account holder | $9,767 | $16,364-40.3% | $13,901-29.7% | $13,397-27.1% |