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 | $19,416 | $94,031-79.4% | $115,768-83.2% | $82,448-76.5% |
| Participation rate | 75.9% | 70.4%+5.4pp | 74.4%+1.5pp | 68.1%+7.8pp |
| Annual return | 17.58% | 20.61%-3.0pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,132 | $2,323+34.8% | $2,940+6.5% | $2,551+22.8% |
| Participant deferral / active EE | $5,946 | $3,972+49.7% | $4,917+20.9% | $4,139+43.6% |
| Admin fee / account holder | $1,631 | $10,249-84.1% | $12,439-86.9% | $7,234-77.5% |