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 5-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 | $17,612 | $87,013-79.8% | $106,213-83.4% | $80,856-78.2% |
| Participation rate | 93.3% | 70.4%+22.9pp | 75.3%+18.1pp | 67.6%+25.7pp |
| Annual return | 33.55% | 17.05%+16.5pp | 116.14%-82.6pp | 35.59%-2.0pp |
| Employer contribution / active EE | $2,255 | $2,395-5.8% | $3,171-28.9% | $2,755-18.1% |
| Participant deferral / active EE | $4,386 | $3,986+10.0% | $5,016-12.6% | $4,296+2.1% |
| Admin fee / account holder | $1,775 | $8,431-78.9% | $11,033-83.9% | $6,918-74.3% |