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 | $11,194 | $100,326-88.8% | $180,183-93.8% | $84,808-86.8% |
| Participation rate | 89.7% | 71.0%+18.6pp | 77.4%+12.2pp | 68.3%+21.3pp |
| Annual return | 38.92% | 17.86%+21.1pp | 27.86%+11.1pp | 40.90%-2.0pp |
| Employer contribution / active EE | $2,544 | $3,269-22.2% | $5,039-49.5% | $2,631-3.3% |
| Participant deferral / active EE | $7,604 | $5,066+50.1% | $6,822+11.5% | $4,212+80.6% |
| Admin fee / account holder | $2,555 | $9,674-73.6% | $19,975-87.2% | $7,344-65.2% |