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 | $17,320 | $73,787-76.5% | $98,716-82.5% | $82,448-79.0% |
| Participation rate | 88.0% | 61.4%+26.6pp | 69.3%+18.7pp | 68.1%+19.9pp |
| Annual return | 26.11% | 18.57%+7.5pp | 31.81%-5.7pp | 41.64%-15.5pp |
| Employer contribution / active EE | $2,182 | $1,511+44.4% | $2,279-4.2% | $2,551-14.5% |
| Participant deferral / active EE | $3,589 | $3,081+16.5% | $4,048-11.3% | $4,139-13.3% |
| Admin fee / account holder | $690 | $6,500-89.4% | $8,703-92.1% | $7,234-90.5% |