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 | $14,196 | $109,359-87.0% | $162,163-91.2% | $72,985-80.5% |
| Participation rate | 76.5% | 84.3%-7.8pp | 87.6%-11.1pp | 69.5%+7.0pp |
| Annual return | 39.11% | 25.46%+13.7pp | 115.59%-76.5pp | 81.00%-41.9pp |
| Employer contribution / active EE | $2,263 | $3,907-42.1% | $5,614-59.7% | $2,440-7.2% |
| Participant deferral / active EE | $4,377 | $5,481-20.1% | $7,298-40.0% | $3,607+21.3% |
| Admin fee / account holder | $3,392 | $7,972-57.4% | $10,843-68.7% | $5,124-33.8% |