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 | $14,518 | $73,933-80.4% | $96,683-85.0% | $75,163-80.7% |
| Participation rate | 90.4% | 66.4%+23.9pp | 74.3%+16.0pp | 67.2%+23.2pp |
| Annual return | 16.07% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,849 | $2,928-36.8% | $3,737-50.5% | $2,670-30.7% |
| Participant deferral / active EE | $2,791 | $3,659-23.7% | $4,878-42.8% | $4,125-32.4% |
| Admin fee / account holder | $3,130 | $5,216-40.0% | $6,730-53.5% | $5,651-44.6% |