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 | $28,224 | $78,422-64.0% | $95,952-70.6% | $79,858-64.7% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+28.0pp |
| Annual return | 14.99% | 19.37%-4.4pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,037 | $1,945-46.7% | $2,541-59.2% | $2,471-58.0% |
| Participant deferral / active EE | $1,892 | $3,440-45.0% | $4,167-54.6% | $3,740-49.4% |
| Admin fee / account holder | $1,893 | $5,622-66.3% | $6,795-72.1% | $5,306-64.3% |