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 | $19,795 | $80,968-75.6% | $96,544-79.5% | $75,163-73.7% |
| Participation rate | 96.2% | 71.8%+24.4pp | 76.0%+20.2pp | 67.2%+29.0pp |
| Annual return | 16.21% | 27.06%-10.9pp | 25.84%-9.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,707 | $2,282+18.6% | $2,965-8.7% | $2,670+1.4% |
| Participant deferral / active EE | $4,930 | $3,928+25.5% | $4,851+1.6% | $4,125+19.5% |
| Admin fee / account holder | $933 | $6,724-86.1% | $8,252-88.7% | $5,651-83.5% |