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 | $5,787 | $60,022-90.4% | $88,946-93.5% | $84,808-93.2% |
| Participation rate | 84.6% | 57.8%+26.8pp | 68.8%+15.8pp | 68.3%+16.3pp |
| Annual return | 20.43% | 22.43%-2.0pp | 57.82%-37.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,216 | $1,703-28.6% | $2,555-52.4% | $2,631-53.8% |
| Participant deferral / active EE | $2,160 | $3,114-30.6% | $4,581-52.9% | $4,212-48.7% |
| Admin fee / account holder | $501 | $4,811-89.6% | $8,261-93.9% | $7,344-93.2% |