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 | $20,066 | $95,453-79.0% | $112,040-82.1% | $82,448-75.7% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.5%-0.5pp | 68.1%+7.9pp |
| Annual return | 47.89% | 23.92%+24.0pp | 24.52%+23.4pp | 41.64%+6.3pp |
| Employer contribution / active EE | $1,225 | $2,318-47.2% | $2,954-58.5% | $2,551-52.0% |
| Participant deferral / active EE | $4,222 | $4,2240% | $5,098-17.2% | $4,139+2.0% |
| Admin fee / account holder | $913 | $9,013-89.9% | $12,098-92.5% | $7,234-87.4% |