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 | $22,942 | $106,749-78.5% | $145,433-84.2% | $82,448-72.2% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 16.93% | 27.59%-10.7pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,696 | $3,444-50.8% | $4,554-62.8% | $2,551-33.5% |
| Participant deferral / active EE | $4,496 | $6,519-31.0% | $7,897-43.1% | $4,139+8.6% |
| Admin fee / account holder | $5,018 | $8,390-40.2% | $13,129-61.8% | $7,234-30.6% |