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 | $11,374 | $71,050-84.0% | $93,606-87.8% | $80,856-85.9% |
| Participation rate | 96.2% | 60.4%+35.7pp | 68.7%+27.4pp | 67.6%+28.5pp |
| Annual return | 10.26% | 11.26%-1.0pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,504 | $1,564-3.8% | $2,420-37.9% | $2,755-45.4% |
| Participant deferral / active EE | $2,897 | $4,034-28.2% | $4,411-34.3% | $4,296-32.6% |
| Admin fee / account holder | $3,335 | $6,945-52.0% | $8,285-59.7% | $6,918-51.8% |