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 4-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 | $11,052 | $81,460-86.4% | $103,333-89.3% | $80,856-86.3% |
| Participation rate | 88.6% | 66.8%+21.8pp | 74.5%+14.1pp | 67.6%+21.0pp |
| Annual return | 14.20% | 25.55%-11.3pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,528 | $3,105-50.8% | $3,868-60.5% | $2,755-44.5% |
| Participant deferral / active EE | $2,541 | $3,869-34.3% | $5,057-49.8% | $4,296-40.8% |
| Admin fee / account holder | $1,603 | $6,566-75.6% | $8,355-80.8% | $6,918-76.8% |