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 | $42,994 | $148,978-71.1% | $200,582-78.6% | $84,808-49.3% |
| Participation rate | 71.4% | 84.2%-12.8pp | 86.9%-15.5pp | 68.3%+3.1pp |
| Annual return | 16.07% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,793 | $4,815-62.8% | $6,419-72.1% | $2,631-31.9% |
| Participant deferral / active EE | $4,244 | $7,142-40.6% | $9,331-54.5% | $4,212+0.8% |
| Admin fee / account holder | $1,418 | $13,977-89.9% | $16,305-91.3% | $7,344-80.7% |