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 4-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 | $12,010 | $86,929-86.2% | $102,423-88.3% | $80,856-85.1% |
| Participation rate | 91.4% | 72.4%+19.1pp | 76.5%+14.9pp | 67.6%+23.8pp |
| Annual return | 14.69% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,215 | $2,369-48.7% | $3,023-59.8% | $2,755-55.9% |
| Participant deferral / active EE | $4,017 | $4,118-2.5% | $5,053-20.5% | $4,296-6.5% |
| Admin fee / account holder | $1,553 | $8,049-80.7% | $9,451-83.6% | $6,918-77.5% |