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 | $11,674 | $68,719-83.0% | $91,541-87.2% | $84,808-86.2% |
| Participation rate | 82.4% | 64.5%+17.8pp | 69.8%+12.6pp | 68.3%+14.0pp |
| Annual return | 17.79% | 19.12%-1.3pp | 20.50%-2.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,001 | $1,920-47.9% | $2,505-60.1% | $2,631-62.0% |
| Participant deferral / active EE | $2,102 | $3,136-33.0% | $4,008-47.6% | $4,212-50.1% |
| Admin fee / account holder | $2,208 | $5,786-61.8% | $6,956-68.3% | $7,344-69.9% |