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 | $12,214 | $86,929-85.9% | $102,423-88.1% | $80,856-84.9% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.6%+8.4pp |
| Annual return | 15.12% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,447 | $2,369+3.3% | $3,023-19.1% | $2,755-11.2% |
| Participant deferral / active EE | $2,937 | $4,118-28.7% | $5,053-41.9% | $4,296-31.6% |
| Admin fee / account holder | $332 | $8,049-95.9% | $9,451-96.5% | $6,918-95.2% |