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 | $14,559 | $109,413-86.7% | $156,263-90.7% | $84,808-82.8% |
| Participation rate | 86.2% | 72.7%+13.5pp | 78.9%+7.3pp | 68.3%+17.9pp |
| Annual return | 25.50% | 20.18%+5.3pp | 59.47%-34.0pp | 40.90%-15.4pp |
| Employer contribution / active EE | $2,988 | $2,907+2.8% | $4,333-31.0% | $2,631+13.6% |
| Participant deferral / active EE | $4,112 | $4,590-10.4% | $6,158-33.2% | $4,212-2.4% |
| Admin fee / account holder | $1,749 | $9,357-81.3% | $14,255-87.7% | $7,344-76.2% |