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 | $17,445 | $106,749-83.7% | $145,433-88.0% | $82,448-78.8% |
| Participation rate | 78.6% | 75.6%+2.9pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 52.24% | 27.59%+24.7pp | 66.58%-14.3pp | 41.64%+10.6pp |
| Employer contribution / active EE | $2,515 | $3,444-27.0% | $4,554-44.8% | $2,551-1.4% |
| Participant deferral / active EE | $3,434 | $6,519-47.3% | $7,897-56.5% | $4,139-17.0% |
| Admin fee / account holder | $809 | $8,390-90.4% | $13,129-93.8% | $7,234-88.8% |