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 | $23,082 | $72,492-68.2% | $87,100-73.5% | $72,985-68.4% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 19.01% | 24.46%-5.5pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $940 | $1,894-50.4% | $2,521-62.7% | $2,440-61.5% |
| Participant deferral / active EE | $2,834 | $3,270-13.3% | $4,049-30.0% | $3,607-21.4% |
| Admin fee / account holder | $2,152 | $5,055-57.4% | $7,497-71.3% | $5,124-58.0% |