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 | $13,777 | $81,460-83.1% | $103,333-86.7% | $80,856-83.0% |
| Participation rate | 86.5% | 66.8%+19.6pp | 74.5%+12.0pp | 67.6%+18.8pp |
| Annual return | 16.49% | 25.55%-9.1pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,213 | $3,105-60.9% | $3,868-68.6% | $2,755-56.0% |
| Participant deferral / active EE | $2,431 | $3,869-37.2% | $5,057-51.9% | $4,296-43.4% |
| Admin fee / account holder | $2,909 | $6,566-55.7% | $8,355-65.2% | $6,918-58.0% |