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 | $20,112 | $80,968-75.2% | $96,544-79.2% | $75,163-73.2% |
| Participation rate | 74.1% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.9pp |
| Annual return | 20.95% | 27.06%-6.1pp | 25.84%-4.9pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,421 | $2,282-37.7% | $2,965-52.1% | $2,670-46.8% |
| Participant deferral / active EE | $4,573 | $3,928+16.4% | $4,851-5.7% | $4,125+10.8% |
| Admin fee / account holder | $683 | $6,724-89.8% | $8,252-91.7% | $5,651-87.9% |