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 | $12,375 | $93,571-86.8% | $135,903-90.9% | $75,163-83.5% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 27.62% | 30.90%-3.3pp | 68.23%-40.6pp | 160.62%-133.0pp |
| Employer contribution / active EE | $1,569 | $3,537-55.6% | $4,856-67.7% | $2,670-41.2% |
| Participant deferral / active EE | $3,772 | $6,404-41.1% | $7,758-51.4% | $4,125-8.5% |
| Admin fee / account holder | $892 | $6,975-87.2% | $10,762-91.7% | $5,651-84.2% |