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 | $15,506 | $79,944-80.6% | $98,439-84.2% | $75,163-79.4% |
| Participation rate | 87.9% | 70.4%+17.5pp | 75.2%+12.7pp | 67.2%+20.7pp |
| Annual return | 14.56% | 19.75%-5.2pp | 21.16%-6.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $787 | $2,264-65.2% | $3,048-74.2% | $2,670-70.5% |
| Participant deferral / active EE | $1,875 | $3,752-50.0% | $4,738-60.4% | $4,125-54.5% |
| Admin fee / account holder | $2,422 | $6,840-64.6% | $8,948-72.9% | $5,651-57.1% |