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 | $11,450 | $95,453-88.0% | $112,040-89.8% | $82,448-86.1% |
| Participation rate | 79.2% | 72.8%+6.4pp | 76.5%+2.7pp | 68.1%+11.1pp |
| Annual return | 19.37% | 23.92%-4.6pp | 24.52%-5.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,429 | $2,318-38.3% | $2,954-51.6% | $2,551-44.0% |
| Participant deferral / active EE | $3,049 | $4,224-27.8% | $5,098-40.2% | $4,139-26.3% |
| Admin fee / account holder | $2,088 | $9,013-76.8% | $12,098-82.7% | $7,234-71.1% |