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 | $95,803-88.0% | $113,168-89.9% | $84,808-86.5% |
| Participation rate | 79.2% | 72.9%+6.3pp | 76.6%+2.6pp | 68.3%+10.9pp |
| Annual return | 19.37% | 25.00%-5.6pp | 24.27%-4.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,429 | $2,360-39.4% | $2,975-52.0% | $2,631-45.7% |
| Participant deferral / active EE | $3,049 | $4,242-28.1% | $5,107-40.3% | $4,212-27.6% |
| Admin fee / account holder | $2,088 | $8,989-76.8% | $12,068-82.7% | $7,344-71.6% |