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 | $11,839 | $52,580-77.5% | $71,671-83.5% | $70,131-83.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.36% | 20.25%-3.9pp | 20.65%-4.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,850 | $1,616+14.5% | $2,460-24.8% | $2,342-21.0% |
| Participant deferral / active EE | $1,689 | $2,386-29.2% | $3,438-50.9% | $3,332-49.3% |
| Admin fee / account holder | $583 | $3,653-84.0% | $5,558-89.5% | $4,645-87.5% |