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 | $13,280 | $109,881-87.9% | $150,045-91.1% | $84,808-84.3% |
| Participation rate | 92.8% | 76.1%+16.7pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 16.10% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,552 | $3,561-28.3% | $4,693-45.6% | $2,631-3.0% |
| Participant deferral / active EE | $3,071 | $6,636-53.7% | $7,997-61.6% | $4,212-27.1% |
| Admin fee / account holder | $1,324 | $8,568-84.5% | $13,435-90.1% | $7,344-82.0% |