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 | $8,438 | $124,425-93.2% | $112,040-92.5% | $137,256-93.9% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 25.85% | 24.72%+1.1pp | 24.52%+1.3pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,213 | $3,411-64.4% | $2,954-58.9% | $4,156-70.8% |
| Participant deferral / active EE | $2,330 | $5,718-59.3% | $5,098-54.3% | $6,407-63.6% |
| Admin fee / account holder | $1,144 | $15,207-92.5% | $12,098-90.5% | $12,270-90.7% |