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 | $17,638 | $88,672-80.1% | $105,223-83.2% | $82,448-78.6% |
| Participation rate | 93.3% | 67.9%+25.4pp | 75.0%+18.3pp | 68.1%+25.3pp |
| Annual return | 15.51% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,141 | $3,048+3.0% | $3,689-14.9% | $2,551+23.1% |
| Participant deferral / active EE | $5,941 | $4,036+47.2% | $5,072+17.1% | $4,139+43.5% |
| Admin fee / account holder | $4,785 | $7,146-33.0% | $8,859-46.0% | $7,234-33.9% |