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 | $11,344 | $65,041-82.6% | $90,951-87.5% | $79,858-85.8% |
| Participation rate | 72.0% | 61.6%+10.4pp | 69.0%+3.0pp | 69.6%+2.4pp |
| Annual return | 11.33% | 30.45%-19.1pp | 134.60%-123.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $963 | $1,247-22.8% | $2,122-54.6% | $2,471-61.0% |
| Participant deferral / active EE | $1,731 | $2,512-31.1% | $3,373-48.7% | $3,740-53.7% |
| Admin fee / account holder | $1,677 | $4,536-63.0% | $5,959-71.8% | $5,306-68.4% |