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 | $14,480 | $109,881-86.8% | $150,045-90.3% | $84,808-82.9% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 39.42% | 28.25%+11.2pp | 62.55%-23.1pp | 40.90%-1.5pp |
| Employer contribution / active EE | $1,827 | $3,561-48.7% | $4,693-61.1% | $2,631-30.6% |
| Participant deferral / active EE | $4,112 | $6,636-38.0% | $7,997-48.6% | $4,212-2.4% |
| Admin fee / account holder | $1,450 | $8,568-83.1% | $13,435-89.2% | $7,344-80.3% |