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 | $16,731 | $106,749-84.3% | $145,433-88.5% | $82,448-79.7% |
| Participation rate | 74.5% | 75.6%-1.2pp | 82.1%-7.7pp | 68.1%+6.4pp |
| Annual return | 17.28% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,163 | $3,444-37.2% | $4,554-52.5% | $2,551-15.2% |
| Participant deferral / active EE | $3,381 | $6,519-48.1% | $7,897-57.2% | $4,139-18.3% |
| Admin fee / account holder | $1,749 | $8,390-79.2% | $13,129-86.7% | $7,234-75.8% |