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 | $10,794 | $73,787-85.4% | $98,716-89.1% | $82,448-86.9% |
| Participation rate | 79.2% | 61.4%+17.8pp | 69.3%+9.9pp | 68.1%+11.1pp |
| Annual return | 24.09% | 18.57%+5.5pp | 31.81%-7.7pp | 41.64%-17.5pp |
| Employer contribution / active EE | $1,171 | $1,511-22.5% | $2,279-48.6% | $2,551-54.1% |
| Participant deferral / active EE | $3,143 | $3,081+2.0% | $4,048-22.4% | $4,139-24.1% |
| Admin fee / account holder | $582 | $6,500-91.0% | $8,703-93.3% | $7,234-92.0% |