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 4-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 | $15,521 | $93,571-83.4% | $135,903-88.6% | $75,163-79.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 41.85% | 30.90%+11.0pp | 68.23%-26.4pp | 160.62%-118.8pp |
| Employer contribution / active EE | $4,907 | $3,537+38.7% | $4,856+1.0% | $2,670+83.8% |
| Participant deferral / active EE | $7,574 | $6,404+18.3% | $7,758-2.4% | $4,125+83.6% |
| Admin fee / account holder | $2,793 | $6,975-60.0% | $10,762-74.0% | $5,651-50.6% |