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 | $13,127 | $124,425-89.4% | $112,040-88.3% | $137,256-90.4% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 26.70% | 24.72%+2.0pp | 24.52%+2.2pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,866 | $3,411-45.3% | $2,954-36.8% | $4,156-55.1% |
| Participant deferral / active EE | $3,344 | $5,718-41.5% | $5,098-34.4% | $6,407-47.8% |
| Admin fee / account holder | $964 | $15,207-93.7% | $12,098-92.0% | $12,270-92.1% |