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 | $67,894-82.8% | $89,340-86.9% | $82,448-85.8% |
| Participation rate | 82.4% | 64.0%+18.3pp | 69.6%+12.8pp | 68.1%+14.3pp |
| Annual return | 17.79% | 19.21%-1.4pp | 20.57%-2.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,001 | $1,828-45.3% | $2,231-55.2% | $2,551-60.8% |
| Participant deferral / active EE | $2,102 | $3,072-31.6% | $3,823-45.0% | $4,139-49.2% |
| Admin fee / account holder | $2,208 | $5,723-61.4% | $6,704-67.1% | $7,234-69.5% |