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 | $16,344 | $159,602-89.8% | $150,045-89.1% | $142,382-88.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 22.17% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,752 | $4,961-64.7% | $4,693-62.7% | $4,299-59.2% |
| Participant deferral / active EE | $2,869 | $8,310-65.5% | $7,997-64.1% | $6,507-55.9% |
| Admin fee / account holder | $574 | $14,846-96.1% | $13,435-95.7% | $12,624-95.5% |