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 | $17,510 | $85,766-79.6% | $136,294-87.2% | $70,131-75.0% |
| Participation rate | 76.2% | 74.2%+2.0pp | 81.9%-5.7pp | 69.5%+6.6pp |
| Annual return | 29.82% | 31.45%-1.6pp | 5155.94%-5126.1pp | 73.14%-43.3pp |
| Employer contribution / active EE | $1,703 | $2,966-42.6% | $4,695-63.7% | $2,342-27.3% |
| Participant deferral / active EE | $3,022 | $5,051-40.2% | $6,247-51.6% | $3,332-9.3% |
| Admin fee / account holder | $697 | $5,420-87.1% | $9,243-92.5% | $4,645-85.0% |