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 | $17,100 | $178,174-90.4% | $156,181-89.1% | $137,256-87.5% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.8%+2.4pp | 80.0%+1.3pp |
| Annual return | 22.22% | 84.19%-62.0pp | 64.87%-42.7pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,468 | $4,972-70.5% | $4,294-65.8% | $4,156-64.7% |
| Participant deferral / active EE | $4,930 | $6,888-28.4% | $6,132-19.6% | $6,407-23.1% |
| Admin fee / account holder | $1,418 | $17,404-91.9% | $14,586-90.3% | $12,270-88.4% |