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 | $30,129 | $95,803-68.6% | $113,168-73.4% | $84,808-64.5% |
| Participation rate | 81.5% | 72.9%+8.6pp | 76.6%+4.9pp | 68.3%+13.2pp |
| Annual return | 14.97% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,007 | $2,360-57.3% | $2,975-66.2% | $2,631-61.7% |
| Participant deferral / active EE | $4,312 | $4,242+1.6% | $5,107-15.6% | $4,212+2.4% |
| Admin fee / account holder | $3,505 | $8,989-61.0% | $12,068-71.0% | $7,344-52.3% |