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 8-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 | $25,412 | $86,929-70.8% | $102,423-75.2% | $80,856-68.6% |
| Participation rate | 71.4% | 72.4%-0.9pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 14.88% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,411 | $2,369-40.4% | $3,023-53.3% | $2,755-48.8% |
| Participant deferral / active EE | $2,759 | $4,118-33.0% | $5,053-45.4% | $4,296-35.8% |
| Admin fee / account holder | $1,508 | $8,049-81.3% | $9,451-84.0% | $6,918-78.2% |