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 | $12,416 | $73,787-83.2% | $98,716-87.4% | $82,448-84.9% |
| Participation rate | 81.3% | 61.4%+19.8pp | 69.3%+12.0pp | 68.1%+13.2pp |
| Annual return | 25.17% | 18.57%+6.6pp | 31.81%-6.6pp | 41.64%-16.5pp |
| Employer contribution / active EE | $1,315 | $1,511-13.0% | $2,279-42.3% | $2,551-48.5% |
| Participant deferral / active EE | $2,470 | $3,081-19.8% | $4,048-39.0% | $4,139-40.3% |
| Admin fee / account holder | $1,247 | $6,500-80.8% | $8,703-85.7% | $7,234-82.8% |