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 | $19,888 | $109,881-81.9% | $150,045-86.7% | $84,808-76.5% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 21.79% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,930 | $3,561-45.8% | $4,693-58.9% | $2,631-26.6% |
| Participant deferral / active EE | $4,881 | $6,636-26.5% | $7,997-39.0% | $4,212+15.9% |
| Admin fee / account holder | $2,402 | $8,568-72.0% | $13,435-82.1% | $7,344-67.3% |