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 | $15,403 | $109,881-86.0% | $150,045-89.7% | $84,808-81.8% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 27.61% | 28.25%-0.6pp | 62.55%-34.9pp | 40.90%-13.3pp |
| Employer contribution / active EE | $1,418 | $3,561-60.2% | $4,693-69.8% | $2,631-46.1% |
| Participant deferral / active EE | $5,177 | $6,636-22.0% | $7,997-35.3% | $4,212+22.9% |
| Admin fee / account holder | $405 | $8,568-95.3% | $13,435-97.0% | $7,344-94.5% |