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 5-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 | $12,380 | $86,922-85.8% | $102,438-87.9% | $80,874-84.7% |
| Participation rate | 91.9% | 72.4%+19.6pp | 76.5%+15.4pp | 67.6%+24.3pp |
| Annual return | 11.24% | 18.90%-7.7pp | 29.37%-18.1pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,829 | $2,369-22.8% | $3,024-39.5% | $2,756-33.6% |
| Participant deferral / active EE | $2,283 | $4,119-44.6% | $5,054-54.8% | $4,297-46.9% |
| Admin fee / account holder | $1,276 | $8,050-84.1% | $9,448-86.5% | $6,935-81.6% |