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 | $12,254 | $99,633-87.7% | $183,328-93.3% | $82,448-85.1% |
| Participation rate | 89.6% | 70.8%+18.8pp | 77.3%+12.2pp | 68.1%+21.5pp |
| Annual return | 20.53% | 17.84%+2.7pp | 29.67%-9.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,322 | $3,256-59.4% | $5,055-73.8% | $2,551-48.2% |
| Participant deferral / active EE | $3,142 | $4,938-36.4% | $6,795-53.8% | $4,139-24.1% |
| Admin fee / account holder | $1,009 | $9,934-89.8% | $21,427-95.3% | $7,234-86.1% |