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 4-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 | $11,438 | $74,927-84.7% | $101,794-88.8% | $84,808-86.5% |
| Participation rate | 96.7% | 61.4%+35.3pp | 69.2%+27.5pp | 68.3%+28.4pp |
| Annual return | 20.90% | 18.70%+2.2pp | 30.53%-9.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,439 | $1,522-5.5% | $2,289-37.1% | $2,631-45.3% |
| Participant deferral / active EE | $3,012 | $3,099-2.8% | $4,084-26.2% | $4,212-28.5% |
| Admin fee / account holder | $5,141 | $6,514-21.1% | $8,777-41.4% | $7,344-30.0% |