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 5-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 | $19,501 | $106,749-81.7% | $145,433-86.6% | $82,448-76.3% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 17.95% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,515 | $3,444-56.0% | $4,554-66.7% | $2,551-40.6% |
| Participant deferral / active EE | $3,505 | $6,519-46.2% | $7,897-55.6% | $4,139-15.3% |
| Admin fee / account holder | $338 | $8,390-96.0% | $13,129-97.4% | $7,234-95.3% |