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 6-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 | $6,406 | $60,022-89.3% | $88,946-92.8% | $84,808-92.4% |
| Participation rate | 73.0% | 57.8%+15.1pp | 68.8%+4.1pp | 68.3%+4.7pp |
| Annual return | 14.09% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,246 | $1,703-26.8% | $2,555-51.2% | $2,631-52.6% |
| Participant deferral / active EE | $1,684 | $3,114-45.9% | $4,581-63.2% | $4,212-60.0% |
| Admin fee / account holder | $1,196 | $4,811-75.1% | $8,261-85.5% | $7,344-83.7% |