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 | $17,325 | $81,460-78.7% | $103,333-83.2% | $80,856-78.6% |
| Participation rate | 78.4% | 66.8%+11.5pp | 74.5%+3.9pp | 67.6%+10.7pp |
| Annual return | 11.93% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,785 | $3,105-42.5% | $3,868-53.8% | $2,755-35.2% |
| Participant deferral / active EE | $3,855 | $3,869-0.3% | $5,057-23.8% | $4,296-10.2% |
| Admin fee / account holder | $2,856 | $6,566-56.5% | $8,355-65.8% | $6,918-58.7% |