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 | $11,927 | $88,672-86.5% | $105,223-88.7% | $82,448-85.5% |
| Participation rate | 81.1% | 67.9%+13.2pp | 75.0%+6.1pp | 68.1%+13.1pp |
| Annual return | 18.30% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,246 | $3,048-59.1% | $3,689-66.2% | $2,551-51.2% |
| Participant deferral / active EE | $2,722 | $4,036-32.6% | $5,072-46.3% | $4,139-34.2% |
| Admin fee / account holder | $1,579 | $7,146-77.9% | $8,859-82.2% | $7,234-78.2% |