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 | $9,122 | $87,013-89.5% | $106,213-91.4% | $80,856-88.7% |
| Participation rate | 93.2% | 70.4%+22.7pp | 75.3%+17.9pp | 67.6%+25.5pp |
| Annual return | 18.08% | 17.05%+1.0pp | 116.14%-98.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,787 | $2,395-25.4% | $3,171-43.7% | $2,755-35.1% |
| Participant deferral / active EE | $4,252 | $3,986+6.7% | $5,016-15.2% | $4,296-1.0% |
| Admin fee / account holder | $347 | $8,431-95.9% | $11,033-96.9% | $6,918-95.0% |