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 | $11,902 | $46,869-74.6% | $122,332-90.3% | $70,131-83.0% |
| Participation rate | 88.6% | 58.2%+30.4pp | 71.6%+16.9pp | 69.5%+19.0pp |
| Annual return | 17.22% | 24.22%-7.0pp | 30.27%-13.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $758 | $1,288-41.2% | $4,050-81.3% | $2,342-67.7% |
| Participant deferral / active EE | $1,458 | $2,166-32.7% | $3,287-55.6% | $3,332-56.2% |
| Admin fee / account holder | $2,617 | $3,322-21.2% | $5,478-52.2% | $4,645-43.7% |