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 | $94,625-79.5% | $116,228-83.3% | $84,808-77.1% |
| Participation rate | 75.9% | 70.4%+5.4pp | 74.6%+1.3pp | 68.3%+7.6pp |
| Annual return | 17.58% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,132 | $2,347+33.5% | $2,994+4.6% | $2,631+19.0% |
| Participant deferral / active EE | $5,946 | $3,972+49.7% | $4,953+20.0% | $4,212+41.2% |
| Admin fee / account holder | $1,631 | $10,091-83.8% | $11,989-86.4% | $7,344-77.8% |