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 | $11,831 | $109,413-89.2% | $156,263-92.4% | $84,808-86.0% |
| Participation rate | 87.2% | 72.7%+14.5pp | 78.9%+8.3pp | 68.3%+18.9pp |
| Annual return | 24.50% | 20.18%+4.3pp | 59.47%-35.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $2,012 | $2,907-30.8% | $4,333-53.6% | $2,631-23.5% |
| Participant deferral / active EE | $2,344 | $4,590-48.9% | $6,158-61.9% | $4,212-44.3% |
| Admin fee / account holder | $1,053 | $9,357-88.7% | $14,255-92.6% | $7,344-85.7% |