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 | $20,749 | $105,181-80.3% | $159,436-87.0% | $85,850-75.8% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.8%+12.5pp | 69.3%+26.0pp |
| Annual return | 16.02% | 45.07%-29.1pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $950 | $3,318-71.4% | $4,829-80.3% | $2,565-63.0% |
| Participant deferral / active EE | $4,330 | $5,945-27.2% | $7,352-41.1% | $3,952+9.6% |
| Admin fee / account holder | $2,292 | $6,933-66.9% | $10,799-78.8% | $6,260-63.4% |