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 | $13,309 | $86,929-84.7% | $102,423-87.0% | $80,856-83.5% |
| Participation rate | 82.0% | 72.4%+9.6pp | 76.5%+5.5pp | 67.6%+14.4pp |
| Annual return | 11.48% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,178 | $2,369-8.1% | $3,023-27.9% | $2,755-20.9% |
| Participant deferral / active EE | $3,494 | $4,118-15.2% | $5,053-30.9% | $4,296-18.7% |
| Admin fee / account holder | $1,756 | $8,049-78.2% | $9,451-81.4% | $6,918-74.6% |