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 | $31,016 | $91,552-66.1% | $133,956-76.8% | $79,858-61.2% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 23.49% | 61.85%-38.4pp | 45.09%-21.6pp | 31.71%-8.2pp |
| Employer contribution / active EE | $952 | $2,384-60.1% | $3,919-75.7% | $2,471-61.5% |
| Participant deferral / active EE | $2,404 | $3,733-35.6% | $5,048-52.4% | $3,740-35.7% |
| Admin fee / account holder | $889 | $6,321-85.9% | $8,927-90.0% | $5,306-83.2% |