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 | $26,885 | $80,968-66.8% | $96,544-72.2% | $75,163-64.2% |
| Participation rate | 81.9% | 71.8%+10.2pp | 76.0%+6.0pp | 67.2%+14.7pp |
| Annual return | 19.78% | 27.06%-7.3pp | 25.84%-6.1pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,900 | $2,282-16.7% | $2,965-35.9% | $2,670-28.8% |
| Participant deferral / active EE | $2,759 | $3,928-29.8% | $4,851-43.1% | $4,125-33.1% |
| Admin fee / account holder | $2,088 | $6,724-69.0% | $8,252-74.7% | $5,651-63.1% |