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 6-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 | $17,867 | $176,056-89.9% | $159,436-88.8% | $167,490-89.3% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.21% | 331.75%-315.5pp | 263.57%-247.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,932 | $5,297-63.5% | $4,829-60.0% | $4,837-60.1% |
| Participant deferral / active EE | $4,069 | $7,750-47.5% | $7,352-44.6% | $6,341-35.8% |
| Admin fee / account holder | $777 | $12,554-93.8% | $10,799-92.8% | $12,309-93.7% |