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 | $7,582 | $80,968-90.6% | $96,544-92.1% | $75,163-89.9% |
| Participation rate | 92.8% | 71.8%+21.0pp | 76.0%+16.8pp | 67.2%+25.6pp |
| Annual return | 34.20% | 27.06%+7.1pp | 25.84%+8.4pp | 160.62%-126.4pp |
| Employer contribution / active EE | $1,782 | $2,282-21.9% | $2,965-39.9% | $2,670-33.3% |
| Participant deferral / active EE | $2,905 | $3,928-26.1% | $4,851-40.1% | $4,125-29.6% |
| Admin fee / account holder | $430 | $6,724-93.6% | $8,252-94.8% | $5,651-92.4% |