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 | $20,559 | $78,672-73.9% | $109,143-81.2% | $85,850-76.1% |
| Participation rate | 87.5% | 68.3%+19.2pp | 75.9%+11.6pp | 69.3%+18.2pp |
| Annual return | 12.85% | 25.09%-12.2pp | 25.75%-12.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $989 | $2,735-63.8% | $3,722-73.4% | $2,565-61.4% |
| Participant deferral / active EE | $1,608 | $3,467-53.6% | $4,653-65.4% | $3,952-59.3% |
| Admin fee / account holder | $408 | $5,469-92.5% | $6,752-94.0% | $6,260-93.5% |