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 | $11,800 | $89,753-86.9% | $107,525-89.0% | $84,808-86.1% |
| Participation rate | 70.9% | 68.1%+2.8pp | 75.1%-4.2pp | 68.3%+2.6pp |
| Annual return | 24.29% | 29.48%-5.2pp | 181.32%-157.0pp | 40.90%-16.6pp |
| Employer contribution / active EE | $1,052 | $3,113-66.2% | $3,754-72.0% | $2,631-60.0% |
| Participant deferral / active EE | $2,094 | $4,056-48.4% | $5,116-59.1% | $4,212-50.3% |
| Admin fee / account holder | $2,091 | $7,222-71.0% | $8,919-76.6% | $7,344-71.5% |