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 4-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 | $17,675 | $95,803-81.6% | $113,168-84.4% | $84,808-79.2% |
| Participation rate | 91.8% | 72.9%+18.9pp | 76.6%+15.2pp | 68.3%+23.5pp |
| Annual return | 19.34% | 25.00%-5.7pp | 24.27%-4.9pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,862 | $2,360-21.1% | $2,975-37.4% | $2,631-29.2% |
| Participant deferral / active EE | $3,001 | $4,242-29.3% | $5,107-41.2% | $4,212-28.7% |
| Admin fee / account holder | $1,107 | $8,989-87.7% | $12,068-90.8% | $7,344-84.9% |