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 | $9,553 | $54,541-82.5% | $78,778-87.9% | $70,131-86.4% |
| Participation rate | 96.7% | 60.8%+35.9pp | 69.2%+27.5pp | 69.5%+27.1pp |
| Annual return | 18.77% | 21.07%-2.3pp | 35.62%-16.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $828 | $1,089-23.9% | $1,986-58.3% | $2,342-64.7% |
| Participant deferral / active EE | $1,659 | $2,210-24.9% | $2,958-43.9% | $3,332-50.2% |
| Admin fee / account holder | $2,916 | $3,709-21.4% | $5,134-43.2% | $4,645-37.2% |