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 10-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 | $13,773 | $83,477-83.5% | $125,175-89.0% | $72,985-81.1% |
| Participation rate | 89.6% | 73.3%+16.2pp | 79.8%+9.8pp | 69.5%+20.1pp |
| Annual return | 33.11% | 25.78%+7.3pp | 43.79%-10.7pp | 81.00%-47.9pp |
| Employer contribution / active EE | $3,252 | $2,345+38.7% | $3,865-15.9% | $2,440+33.3% |
| Participant deferral / active EE | $2,476 | $3,585-30.9% | $4,937-49.8% | $3,607-31.4% |
| Admin fee / account holder | $3,770 | $5,517-31.7% | $9,702-61.1% | $5,124-26.4% |