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 | $17,464 | $89,753-80.5% | $107,525-83.8% | $84,808-79.4% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 53.85% | 29.48%+24.4pp | 181.32%-127.5pp | 40.90%+12.9pp |
| Employer contribution / active EE | $2,356 | $3,113-24.3% | $3,754-37.2% | $2,631-10.4% |
| Participant deferral / active EE | $4,135 | $4,056+1.9% | $5,116-19.2% | $4,212-1.8% |
| Admin fee / account holder | $336 | $7,222-95.4% | $8,919-96.2% | $7,344-95.4% |