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 | $29,770 | $95,803-68.9% | $113,168-73.7% | $84,808-64.9% |
| Participation rate | 79.3% | 72.9%+6.4pp | 76.6%+2.7pp | 68.3%+11.0pp |
| Annual return | 16.65% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,536 | $2,360+49.8% | $2,975+18.9% | $2,631+34.4% |
| Participant deferral / active EE | $5,868 | $4,242+38.3% | $5,107+14.9% | $4,212+39.3% |
| Admin fee / account holder | $4,052 | $8,989-54.9% | $12,068-66.4% | $7,344-44.8% |