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 | $10,268 | $86,929-88.2% | $102,423-90.0% | $80,856-87.3% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 41.21% | 18.88%+22.3pp | 29.32%+11.9pp | 35.59%+5.6pp |
| Employer contribution / active EE | $2,190 | $2,369-7.6% | $3,023-27.6% | $2,755-20.5% |
| Participant deferral / active EE | $3,437 | $4,118-16.5% | $5,053-32.0% | $4,296-20.0% |
| Admin fee / account holder | $1,230 | $8,049-84.7% | $9,451-87.0% | $6,918-82.2% |