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 | $17,497 | $88,672-80.3% | $105,223-83.4% | $82,448-78.8% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 22.71% | 30.86%-8.1pp | 180.65%-157.9pp | 41.64%-18.9pp |
| Employer contribution / active EE | $2,598 | $3,048-14.7% | $3,689-29.6% | $2,551+1.9% |
| Participant deferral / active EE | $4,314 | $4,036+6.9% | $5,072-14.9% | $4,139+4.2% |
| Admin fee / account holder | $468 | $7,146-93.4% | $8,859-94.7% | $7,234-93.5% |