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 5-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 | $18,383 | $106,749-82.8% | $145,433-87.4% | $82,448-77.7% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 27.99% | 27.59%+0.4pp | 66.58%-38.6pp | 41.64%-13.6pp |
| Employer contribution / active EE | $2,830 | $3,444-17.8% | $4,554-37.9% | $2,551+10.9% |
| Participant deferral / active EE | $5,899 | $6,519-9.5% | $7,897-25.3% | $4,139+42.5% |
| Admin fee / account holder | $649 | $8,390-92.3% | $13,129-95.1% | $7,234-91.0% |