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 | $12,973 | $109,881-88.2% | $150,045-91.4% | $84,808-84.7% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 58.27% | 28.25%+30.0pp | 62.55%-4.3pp | 40.90%+17.4pp |
| Employer contribution / active EE | $2,558 | $3,561-28.2% | $4,693-45.5% | $2,631-2.8% |
| Participant deferral / active EE | $3,786 | $6,636-42.9% | $7,997-52.7% | $4,212-10.1% |
| Admin fee / account holder | $938 | $8,568-89.1% | $13,435-93.0% | $7,344-87.2% |