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 | $14,013 | $93,571-85.0% | $135,903-89.7% | $75,163-81.4% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 33.09% | 30.90%+2.2pp | 68.23%-35.1pp | 160.62%-127.5pp |
| Employer contribution / active EE | $1,121 | $3,537-68.3% | $4,856-76.9% | $2,670-58.0% |
| Participant deferral / active EE | $5,928 | $6,404-7.4% | $7,758-23.6% | $4,125+43.7% |
| Admin fee / account holder | $2,524 | $6,975-63.8% | $10,762-76.5% | $5,651-55.3% |