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 10-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 | $14,074 | $78,422-82.1% | $95,952-85.3% | $79,858-82.4% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.2pp | 69.6%+23.6pp |
| Annual return | 28.37% | 19.37%+9.0pp | 91.61%-63.2pp | 31.71%-3.3pp |
| Employer contribution / active EE | $1,793 | $1,945-7.8% | $2,541-29.4% | $2,471-27.4% |
| Participant deferral / active EE | $4,189 | $3,440+21.8% | $4,167+0.5% | $3,740+12.0% |
| Admin fee / account holder | $668 | $5,622-88.1% | $6,795-90.2% | $5,306-87.4% |