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 3-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 | $11,194 | $99,633-88.8% | $183,328-93.9% | $82,448-86.4% |
| Participation rate | 89.7% | 70.8%+18.9pp | 77.3%+12.3pp | 68.1%+21.6pp |
| Annual return | 38.92% | 17.84%+21.1pp | 29.67%+9.3pp | 41.64%-2.7pp |
| Employer contribution / active EE | $2,544 | $3,256-21.9% | $5,055-49.7% | $2,551-0.3% |
| Participant deferral / active EE | $7,604 | $4,938+54.0% | $6,795+11.9% | $4,139+83.7% |
| Admin fee / account holder | $2,555 | $9,934-74.3% | $21,427-88.1% | $7,234-64.7% |