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 5-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 | $18,348 | $74,927-75.5% | $101,794-82.0% | $84,808-78.4% |
| Participation rate | 82.5% | 61.4%+21.1pp | 69.2%+13.3pp | 68.3%+14.2pp |
| Annual return | 14.47% | 18.70%-4.2pp | 30.53%-16.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,936 | $1,522+27.2% | $2,289-15.4% | $2,631-26.4% |
| Participant deferral / active EE | $3,148 | $3,099+1.6% | $4,084-22.9% | $4,212-25.3% |
| Admin fee / account holder | $471 | $6,514-92.8% | $8,777-94.6% | $7,344-93.6% |