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 5-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 | $13,926 | $94,625-85.3% | $116,228-88.0% | $84,808-83.6% |
| Participation rate | 95.9% | 70.4%+25.5pp | 74.6%+21.4pp | 68.3%+27.6pp |
| Annual return | 12.99% | 20.40%-7.4pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,442 | $2,347+4.1% | $2,994-18.4% | $2,631-7.2% |
| Participant deferral / active EE | $2,186 | $3,972-45.0% | $4,953-55.9% | $4,212-48.1% |
| Admin fee / account holder | $3,093 | $10,091-69.4% | $11,989-74.2% | $7,344-57.9% |