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 | $73,787-84.5% | $98,716-88.4% | $82,448-86.1% |
| Participation rate | 96.7% | 61.4%+35.3pp | 69.3%+27.4pp | 68.1%+28.6pp |
| Annual return | 20.90% | 18.57%+2.3pp | 31.81%-10.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,439 | $1,511-4.8% | $2,279-36.9% | $2,551-43.6% |
| Participant deferral / active EE | $3,012 | $3,081-2.2% | $4,048-25.6% | $4,139-27.2% |
| Admin fee / account holder | $5,141 | $6,500-20.9% | $8,703-40.9% | $7,234-28.9% |