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 | $21,902 | $124,319-82.4% | $111,297-80.3% | $167,490-86.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 15.43% | 37.44%-22.0pp | 54.65%-39.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,212 | $3,435-64.7% | $2,731-55.6% | $4,837-74.9% |
| Participant deferral / active EE | $2,226 | $5,180-57.0% | $4,487-50.4% | $6,341-64.9% |
| Admin fee / account holder | $1,217 | $10,618-88.5% | $7,964-84.7% | $12,309-90.1% |