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 6-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 | $17,565 | $73,787-76.2% | $98,716-82.2% | $82,448-78.7% |
| Participation rate | 87.5% | 61.4%+26.1pp | 69.3%+18.2pp | 68.1%+19.4pp |
| Annual return | 17.29% | 18.57%-1.3pp | 31.81%-14.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,622 | $3,081-14.9% | $4,048-35.2% | $4,139-36.7% |
| Admin fee / account holder | $2,369 | $6,500-63.6% | $8,703-72.8% | $7,234-67.3% |