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 | $109,881-84.1% | $150,045-88.4% | $84,808-79.4% |
| Participation rate | 78.6% | 76.1%+2.5pp | 82.3%-3.8pp | 68.3%+10.3pp |
| Annual return | 52.24% | 28.25%+24.0pp | 62.55%-10.3pp | 40.90%+11.3pp |
| Employer contribution / active EE | $2,515 | $3,561-29.4% | $4,693-46.4% | $2,631-4.4% |
| Participant deferral / active EE | $3,434 | $6,636-48.3% | $7,997-57.1% | $4,212-18.5% |
| Admin fee / account holder | $809 | $8,568-90.6% | $13,435-94.0% | $7,344-89.0% |