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 | $13,811 | $65,041-78.8% | $90,951-84.8% | $79,858-82.7% |
| Participation rate | 83.9% | 61.6%+22.3pp | 69.0%+14.9pp | 69.6%+14.2pp |
| Annual return | 20.52% | 30.45%-9.9pp | 134.60%-114.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $892 | $1,247-28.5% | $2,122-58.0% | $2,471-63.9% |
| Participant deferral / active EE | $1,701 | $2,512-32.3% | $3,373-49.6% | $3,740-54.5% |
| Admin fee / account holder | $1,189 | $4,536-73.8% | $5,959-80.1% | $5,306-77.6% |