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 8-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 | $23,339 | $86,922-73.1% | $102,438-77.2% | $80,874-71.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.14% | 18.90%-5.8pp | 29.37%-16.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,634 | $2,369-31.1% | $3,024-46.0% | $2,756-40.7% |
| Participant deferral / active EE | $3,485 | $4,119-15.4% | $5,054-31.0% | $4,297-18.9% |
| Admin fee / account holder | $460 | $8,050-94.3% | $9,448-95.1% | $6,935-93.4% |