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 | $32,519 | $87,870-63.0% | $113,168-71.3% | $74,304-56.2% |
| Participation rate | 75.9% | 70.7%+5.2pp | 76.6%-0.6pp | 60.3%+15.6pp |
| Annual return | 18.68% | 26.44%-7.8pp | 24.27%-5.6pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,123 | $2,277-50.7% | $2,975-62.2% | $2,241-49.9% |
| Participant deferral / active EE | $3,705 | $4,241-12.6% | $5,107-27.4% | $3,767-1.6% |
| Admin fee / account holder | $4,563 | $3,368+35.5% | $12,068-62.2% | $2,969+53.7% |