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 | $21,092 | $94,031-77.6% | $115,768-81.8% | $82,448-74.4% |
| Participation rate | 95.7% | 70.4%+25.3pp | 74.4%+21.4pp | 68.1%+27.7pp |
| Annual return | 19.26% | 20.61%-1.3pp | 100.46%-81.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,604 | $2,323+12.1% | $2,940-11.4% | $2,551+2.1% |
| Participant deferral / active EE | $5,092 | $3,972+28.2% | $4,917+3.6% | $4,139+23.0% |
| Admin fee / account holder | $3,072 | $10,249-70.0% | $12,439-75.3% | $7,234-57.5% |