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 | $25,860 | $86,286-70.0% | $111,297-76.8% | $85,850-69.9% |
| Participation rate | 84.6% | 73.3%+11.3pp | 77.3%+7.3pp | 69.3%+15.3pp |
| Annual return | 11.54% | 19.99%-8.4pp | 54.65%-43.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,120 | $2,043-45.2% | $2,731-59.0% | $2,565-56.3% |
| Participant deferral / active EE | $2,903 | $3,641-20.3% | $4,487-35.3% | $3,952-26.5% |
| Admin fee / account holder | $1,964 | $8,188-76.0% | $7,964-75.3% | $6,260-68.6% |