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 | $10,067 | $77,896-87.1% | $134,172-92.5% | $82,448-87.8% |
| Participation rate | 85.7% | 62.8%+22.9pp | 72.5%+13.2pp | 68.1%+17.6pp |
| Annual return | 25.66% | 18.21%+7.5pp | 25.30%+0.4pp | 41.64%-16.0pp |
| Employer contribution / active EE | $1,797 | $2,159-16.8% | $3,420-47.5% | $2,551-29.6% |
| Participant deferral / active EE | $2,294 | $3,162-27.5% | $4,690-51.1% | $4,139-44.6% |
| Admin fee / account holder | $509 | $6,336-92.0% | $12,016-95.8% | $7,234-93.0% |