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 | $5,402 | $46,553-88.4% | $64,056-91.6% | $75,163-92.8% |
| Participation rate | 92.7% | 65.9%+26.7pp | 72.3%+20.4pp | 67.2%+25.5pp |
| Annual return | 19.00% | 26.03%-7.0pp | 33.69%-14.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,881 | $1,974+46.0% | $2,747+4.9% | $2,670+7.9% |
| Participant deferral / active EE | $936 | $2,837-67.0% | $3,880-75.9% | $4,125-77.3% |
| Admin fee / account holder | $707 | $2,952-76.1% | $3,068-77.0% | $5,651-87.5% |