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 | $18,653 | $80,673-76.9% | $101,326-81.6% | $84,808-78.0% |
| Participation rate | 80.8% | 77.8%+3.0pp | 81.5%-0.7pp | 68.3%+12.5pp |
| Annual return | 20.18% | 38.95%-18.8pp | 36.82%-16.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,353 | $2,698-12.8% | $3,665-35.8% | $2,631-10.6% |
| Participant deferral / active EE | $4,560 | $6,840-33.3% | $7,994-43.0% | $4,212+8.3% |
| Admin fee / account holder | $3,690 | $12,784-71.1% | $11,185-67.0% | $7,344-49.8% |