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 | $28,707 | $94,625-69.7% | $116,228-75.3% | $84,808-66.1% |
| Participation rate | 71.1% | 70.4%+0.7pp | 74.6%-3.4pp | 68.3%+2.8pp |
| Annual return | 51.73% | 20.40%+31.3pp | 90.06%-38.3pp | 40.90%+10.8pp |
| Employer contribution / active EE | $3,105 | $2,347+32.3% | $2,994+3.7% | $2,631+18.0% |
| Participant deferral / active EE | $4,604 | $3,972+15.9% | $4,953-7.0% | $4,212+9.3% |
| Admin fee / account holder | $394 | $10,091-96.1% | $11,989-96.7% | $7,344-94.6% |