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 | $7,083 | $60,892-88.4% | $82,389-91.4% | $84,808-91.6% |
| Participation rate | 78.4% | 63.3%+15.2pp | 69.5%+8.9pp | 68.3%+10.1pp |
| Annual return | 22.59% | 37.29%-14.7pp | 28.67%-6.1pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,925 | $1,779+8.2% | $2,517-23.5% | $2,631-26.8% |
| Participant deferral / active EE | $2,213 | $3,179-30.4% | $4,155-46.7% | $4,212-47.5% |
| Admin fee / account holder | $1,653 | $5,467-69.8% | $7,231-77.1% | $7,344-77.5% |