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 | $16,532 | $81,446-79.7% | $103,374-84.0% | $80,874-79.6% |
| Participation rate | 88.0% | 66.9%+21.1pp | 74.5%+13.5pp | 67.6%+20.4pp |
| Annual return | 13.34% | 25.57%-12.2pp | 24.89%-11.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,734 | $3,107-44.2% | $3,869-55.2% | $2,756-37.1% |
| Participant deferral / active EE | $3,502 | $3,870-9.5% | $5,058-30.8% | $4,297-18.5% |
| Admin fee / account holder | $1,365 | $6,715-79.7% | $8,394-83.7% | $6,935-80.3% |