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 4-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 | $17,300 | $106,749-83.8% | $145,433-88.1% | $82,448-79.0% |
| Participation rate | 84.8% | 75.6%+9.2pp | 82.1%+2.7pp | 68.1%+16.8pp |
| Annual return | 39.48% | 27.59%+11.9pp | 66.58%-27.1pp | 41.64%-2.2pp |
| Employer contribution / active EE | $1,852 | $3,444-46.2% | $4,554-59.3% | $2,551-27.4% |
| Participant deferral / active EE | $7,162 | $6,519+9.9% | $7,897-9.3% | $4,139+73.0% |
| Admin fee / account holder | $713 | $8,390-91.5% | $13,129-94.6% | $7,234-90.1% |