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 | $19,787 | $108,825-81.8% | $156,181-87.3% | $82,448-76.0% |
| Participation rate | 88.9% | 72.4%+16.5pp | 78.8%+10.1pp | 68.1%+20.8pp |
| Annual return | 17.31% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,497 | $2,870-47.8% | $4,294-65.1% | $2,551-41.3% |
| Participant deferral / active EE | $6,396 | $4,577+39.7% | $6,132+4.3% | $4,139+54.5% |
| Admin fee / account holder | $2,268 | $9,341-75.7% | $14,586-84.4% | $7,234-68.6% |