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 10-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 | $6,102 | $45,073-86.5% | $69,455-91.2% | $72,985-91.6% |
| Participation rate | 96.5% | 68.5%+28.0pp | 74.6%+21.9pp | 69.5%+27.0pp |
| Annual return | 6.85% | 22.65%-15.8pp | 28.97%-22.1pp | 81.00%-74.2pp |
| Employer contribution / active EE | $1,193 | $2,054-41.9% | $2,779-57.1% | $2,440-51.1% |
| Participant deferral / active EE | $1,417 | $2,602-45.5% | $3,535-59.9% | $3,607-60.7% |
| Admin fee / account holder | $519 | $3,056-83.0% | $3,839-86.5% | $5,124-89.9% |