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 7-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 | $12,396 | $70,475-82.4% | $100,516-87.7% | $79,858-84.5% |
| Participation rate | 70.4% | 73.7%-3.3pp | 79.4%-9.0pp | 69.6%+0.7pp |
| Annual return | 17.18% | 21.90%-4.7pp | 30.89%-13.7pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,131 | $5,181-20.3% | $6,270-34.1% | $3,740+10.5% |
| Admin fee / account holder | $1,730 | $4,478-61.4% | $8,081-78.6% | $5,306-67.4% |