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 | $13,418 | $154,228-91.3% | $145,433-90.8% | $137,256-90.2% |
| Participation rate | 82.6% | 83.8%-1.2pp | 82.1%+0.5pp | 80.0%+2.6pp |
| Annual return | 18.57% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,030 | $4,804-57.7% | $4,554-55.4% | $4,156-51.2% |
| Participant deferral / active EE | $2,966 | $8,216-63.9% | $7,897-62.4% | $6,407-53.7% |
| Admin fee / account holder | $2,826 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |