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 | $13,058 | $95,803-86.4% | $113,168-88.5% | $84,808-84.6% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 21.59% | 25.00%-3.4pp | 24.27%-2.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,091 | $2,360-11.4% | $2,975-29.7% | $2,631-20.5% |
| Participant deferral / active EE | $4,687 | $4,242+10.5% | $5,107-8.2% | $4,212+11.3% |
| Admin fee / account holder | $3,187 | $8,989-64.5% | $12,068-73.6% | $7,344-56.6% |