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 | $20,412 | $80,968-74.8% | $96,544-78.9% | $75,163-72.8% |
| Participation rate | 72.0% | 71.8%+0.2pp | 76.0%-4.0pp | 67.2%+4.8pp |
| Annual return | 18.72% | 27.06%-8.3pp | 25.84%-7.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $777 | $2,282-66.0% | $2,965-73.8% | $2,670-70.9% |
| Participant deferral / active EE | $2,683 | $3,928-31.7% | $4,851-44.7% | $4,125-35.0% |
| Admin fee / account holder | $1,334 | $6,724-80.2% | $8,252-83.8% | $5,651-76.4% |