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 | $19,367 | $86,929-77.7% | $102,423-81.1% | $80,856-76.0% |
| Participation rate | 81.6% | 72.4%+9.2pp | 76.5%+5.1pp | 67.6%+13.9pp |
| Annual return | 11.22% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,908 | $2,369-19.5% | $3,023-36.9% | $2,755-30.7% |
| Participant deferral / active EE | $2,997 | $4,118-27.2% | $5,053-40.7% | $4,296-30.2% |
| Admin fee / account holder | $5,951 | $8,049-26.1% | $9,451-37.0% | $6,918-14.0% |