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 4-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 | $15,524 | $87,013-82.2% | $106,213-85.4% | $80,856-80.8% |
| Participation rate | 92.9% | 70.4%+22.4pp | 75.3%+17.6pp | 67.6%+25.2pp |
| Annual return | 68.73% | 17.05%+51.7pp | 116.14%-47.4pp | 35.59%+33.1pp |
| Employer contribution / active EE | $2,765 | $2,395+15.4% | $3,171-12.8% | $2,755+0.4% |
| Participant deferral / active EE | $4,003 | $3,986+0.4% | $5,016-20.2% | $4,296-6.8% |
| Admin fee / account holder | $2,248 | $8,431-73.3% | $11,033-79.6% | $6,918-67.5% |