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 5-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 | $15,990 | $214,378-92.5% | $200,582-92.0% | $142,382-88.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.42% | 46.41%-23.0pp | 42.33%-18.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,176 | $6,841-68.2% | $6,419-66.1% | $4,299-49.4% |
| Participant deferral / active EE | $3,283 | $9,865-66.7% | $9,331-64.8% | $6,507-49.5% |
| Admin fee / account holder | $1,884 | $17,692-89.4% | $16,305-88.4% | $12,624-85.1% |