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 | $12,883 | $93,571-86.2% | $135,903-90.5% | $75,163-82.9% |
| Participation rate | 70.7% | 75.2%-4.4pp | 81.9%-11.2pp | 67.2%+3.5pp |
| Annual return | 20.17% | 30.90%-10.7pp | 68.23%-48.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,237 | $3,537-65.0% | $4,856-74.5% | $2,670-53.7% |
| Participant deferral / active EE | $6,766 | $6,404+5.7% | $7,758-12.8% | $4,125+64.0% |
| Admin fee / account holder | $2,724 | $6,975-60.9% | $10,762-74.7% | $5,651-51.8% |