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 | $13,792 | $73,787-81.3% | $98,716-86.0% | $82,448-83.3% |
| Participation rate | 88.0% | 61.4%+26.6pp | 69.3%+18.7pp | 68.1%+19.9pp |
| Annual return | 17.57% | 18.57%-1.0pp | 31.81%-14.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,586 | $1,511+4.9% | $2,279-30.4% | $2,551-37.8% |
| Participant deferral / active EE | $2,697 | $3,081-12.5% | $4,048-33.4% | $4,139-34.8% |
| Admin fee / account holder | $2,055 | $6,500-68.4% | $8,703-76.4% | $7,234-71.6% |