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 10-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 | $21,394 | $58,828-63.6% | $77,999-72.6% | $62,891-66.0% |
| Participation rate | 87.0% | 71.1%+15.9pp | 75.5%+11.4pp | 69.3%+17.7pp |
| Annual return | 20.22% | 17.16%+3.1pp | 425.96%-405.7pp | 20.14%+0.1pp |
| Employer contribution / active EE | $856 | $1,672-48.8% | $2,470-65.3% | $2,281-62.5% |
| Participant deferral / active EE | $2,194 | $2,686-18.3% | $3,497-37.3% | $3,203-31.5% |
| Admin fee / account holder | $2,211 | $4,393-49.7% | $5,480-59.7% | $4,296-48.5% |