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 | $16,805 | $89,753-81.3% | $107,525-84.4% | $84,808-80.2% |
| Participation rate | 91.7% | 68.1%+23.6pp | 75.1%+16.6pp | 68.3%+23.4pp |
| Annual return | 15.78% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,103 | $3,113-32.5% | $3,754-44.0% | $2,631-20.1% |
| Participant deferral / active EE | $3,651 | $4,056-10.0% | $5,116-28.6% | $4,212-13.3% |
| Admin fee / account holder | $3,364 | $7,222-53.4% | $8,919-62.3% | $7,344-54.2% |