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 | $16,683 | $89,753-81.4% | $107,525-84.5% | $84,808-80.3% |
| Participation rate | 87.8% | 68.1%+19.8pp | 75.1%+12.8pp | 68.3%+19.5pp |
| Annual return | 33.32% | 29.48%+3.8pp | 181.32%-148.0pp | 40.90%-7.6pp |
| Employer contribution / active EE | $1,723 | $3,113-44.7% | $3,754-54.1% | $2,631-34.5% |
| Participant deferral / active EE | $5,212 | $4,056+28.5% | $5,116+1.9% | $4,212+23.8% |
| Admin fee / account holder | $2,801 | $7,222-61.2% | $8,919-68.6% | $7,344-61.9% |