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 6-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 | $16,097 | $80,968-80.1% | $96,544-83.3% | $75,163-78.6% |
| Participation rate | 94.2% | 71.8%+22.5pp | 76.0%+18.3pp | 67.2%+27.0pp |
| Annual return | 16.40% | 27.06%-10.7pp | 25.84%-9.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,048 | $2,282-54.0% | $2,965-64.6% | $2,670-60.7% |
| Participant deferral / active EE | $1,934 | $3,928-50.8% | $4,851-60.1% | $4,125-53.1% |
| Admin fee / account holder | $697 | $6,724-89.6% | $8,252-91.6% | $5,651-87.7% |