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 3-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 | $13,114 | $106,749-87.7% | $145,433-91.0% | $82,448-84.1% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 24.38% | 27.59%-3.2pp | 66.58%-42.2pp | 41.64%-17.3pp |
| Employer contribution / active EE | $1,997 | $3,444-42.0% | $4,554-56.2% | $2,551-21.7% |
| Participant deferral / active EE | $3,888 | $6,519-40.4% | $7,897-50.8% | $4,139-6.1% |
| Admin fee / account holder | $1,958 | $8,390-76.7% | $13,129-85.1% | $7,234-72.9% |