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 | $24,022 | $109,413-78.0% | $156,263-84.6% | $84,808-71.7% |
| Participation rate | 98.5% | 72.7%+25.8pp | 78.9%+19.6pp | 68.3%+30.2pp |
| Annual return | 14.21% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,647 | $2,907-43.3% | $4,333-62.0% | $2,631-37.4% |
| Participant deferral / active EE | $3,985 | $4,590-13.2% | $6,158-35.3% | $4,212-5.4% |
| Admin fee / account holder | $1,519 | $9,357-83.8% | $14,255-89.3% | $7,344-79.3% |