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 | $106,749-81.4% | $145,433-86.3% | $82,448-75.9% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 21.79% | 27.59%-5.8pp | 66.58%-44.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,930 | $3,444-44.0% | $4,554-57.6% | $2,551-24.3% |
| Participant deferral / active EE | $4,881 | $6,519-25.1% | $7,897-38.2% | $4,139+17.9% |
| Admin fee / account holder | $2,402 | $8,390-71.4% | $13,129-81.7% | $7,234-66.8% |