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 3-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 | $6,756 | $58,627-88.5% | $76,735-91.2% | $82,448-91.8% |
| Participation rate | 82.3% | 63.2%+19.0pp | 69.5%+12.8pp | 68.1%+14.2pp |
| Annual return | 27.50% | 39.10%-11.6pp | 29.77%-2.3pp | 41.64%-14.1pp |
| Employer contribution / active EE | $1,389 | $1,729-19.7% | $2,454-43.4% | $2,551-45.6% |
| Participant deferral / active EE | $2,740 | $3,134-12.6% | $4,088-33.0% | $4,139-33.8% |
| Admin fee / account holder | $306 | $5,323-94.3% | $7,189-95.7% | $7,234-95.8% |