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 | $16,164 | $95,453-83.1% | $112,040-85.6% | $82,448-80.4% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.5%-3.4pp | 68.1%+5.0pp |
| Annual return | 19.62% | 23.92%-4.3pp | 24.52%-4.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,520 | $2,318-34.4% | $2,954-48.6% | $2,551-40.4% |
| Participant deferral / active EE | $3,376 | $4,224-20.1% | $5,098-33.8% | $4,139-18.5% |
| Admin fee / account holder | $2,141 | $9,013-76.2% | $12,098-82.3% | $7,234-70.4% |