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 | $27,142 | $86,929-68.8% | $102,423-73.5% | $80,856-66.4% |
| Participation rate | 81.1% | 72.4%+8.7pp | 76.5%+4.6pp | 67.6%+13.4pp |
| Annual return | 14.36% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,189 | $2,369-49.8% | $3,023-60.7% | $2,755-56.9% |
| Participant deferral / active EE | $4,105 | $4,118-0.3% | $5,053-18.8% | $4,296-4.4% |
| Admin fee / account holder | $4,699 | $8,049-41.6% | $9,451-50.3% | $6,918-32.1% |