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 | $19,317 | $95,803-79.8% | $113,168-82.9% | $84,808-77.2% |
| Participation rate | 73.5% | 72.9%+0.7pp | 76.6%-3.0pp | 68.3%+5.2pp |
| Annual return | 18.42% | 25.00%-6.6pp | 24.27%-5.8pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,494 | $2,360-36.7% | $2,975-49.8% | $2,631-43.2% |
| Participant deferral / active EE | $2,715 | $4,242-36.0% | $5,107-46.8% | $4,212-35.5% |
| Admin fee / account holder | $998 | $8,989-88.9% | $12,068-91.7% | $7,344-86.4% |