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 | $14,937 | $92,985-83.9% | $153,485-90.3% | $80,856-81.5% |
| Participation rate | 89.5% | 69.0%+20.5pp | 77.1%+12.4pp | 67.6%+21.8pp |
| Annual return | 16.77% | 19.95%-3.2pp | 15.65%+1.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,098 | $3,507-40.2% | $5,039-58.4% | $2,755-23.9% |
| Participant deferral / active EE | $3,322 | $5,178-35.8% | $6,757-50.8% | $4,296-22.7% |
| Admin fee / account holder | $588 | $8,880-93.4% | $12,724-95.4% | $6,918-91.5% |