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 | $14,411 | $87,870-83.6% | $113,168-87.3% | $74,304-80.6% |
| Participation rate | 81.4% | 70.7%+10.6pp | 76.6%+4.8pp | 60.3%+21.0pp |
| Annual return | 46.38% | 26.44%+19.9pp | 24.27%+22.1pp | 29.43%+16.9pp |
| Employer contribution / active EE | $808 | $2,277-64.5% | $2,975-72.9% | $2,241-64.0% |
| Participant deferral / active EE | $5,279 | $4,241+24.5% | $5,107+3.4% | $3,767+40.1% |
| Admin fee / account holder | $1,998 | $3,368-40.7% | $12,068-83.4% | $2,969-32.7% |