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 | $22,039 | $109,881-79.9% | $150,045-85.3% | $84,808-74.0% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 62.34% | 28.25%+34.1pp | 62.55%-0.2pp | 40.90%+21.4pp |
| Employer contribution / active EE | $2,073 | $3,561-41.8% | $4,693-55.8% | $2,631-21.2% |
| Participant deferral / active EE | $9,642 | $6,636+45.3% | $7,997+20.6% | $4,212+128.9% |
| Admin fee / account holder | $1,199 | $8,568-86.0% | $13,435-91.1% | $7,344-83.7% |