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 | $20,322 | $95,453-78.7% | $112,040-81.9% | $82,448-75.4% |
| Participation rate | 82.4% | 72.8%+9.6pp | 76.5%+5.9pp | 68.1%+14.3pp |
| Annual return | 33.36% | 23.92%+9.4pp | 24.52%+8.8pp | 41.64%-8.3pp |
| Employer contribution / active EE | $2,289 | $2,318-1.2% | $2,954-22.5% | $2,551-10.3% |
| Participant deferral / active EE | $4,849 | $4,224+14.8% | $5,098-4.9% | $4,139+17.1% |
| Admin fee / account holder | $3,051 | $9,013-66.1% | $12,098-74.8% | $7,234-57.8% |