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 | $19,225 | $89,753-78.6% | $107,525-82.1% | $84,808-77.3% |
| Participation rate | 96.7% | 68.1%+28.6pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 23.53% | 29.48%-5.9pp | 181.32%-157.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $3,148 | $3,113+1.1% | $3,754-16.1% | $2,631+19.6% |
| Participant deferral / active EE | $7,078 | $4,056+74.5% | $5,116+38.4% | $4,212+68.1% |
| Admin fee / account holder | $1,942 | $7,222-73.1% | $8,919-78.2% | $7,344-73.6% |