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 | $16,722 | $106,749-84.3% | $145,433-88.5% | $82,448-79.7% |
| Participation rate | 87.1% | 75.6%+11.4pp | 82.1%+4.9pp | 68.1%+19.0pp |
| Annual return | 22.60% | 27.59%-5.0pp | 66.58%-44.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $1,699 | $3,444-50.7% | $4,554-62.7% | $2,551-33.4% |
| Participant deferral / active EE | $3,664 | $6,519-43.8% | $7,897-53.6% | $4,139-11.5% |
| Admin fee / account holder | $313 | $8,390-96.3% | $13,129-97.6% | $7,234-95.7% |